-31.9%
CTEC price history and return analytics
+122.5%
-154.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +0.4% |
| 7D | -1.5% | -0.7% | -0.8% | -0.4% |
| 30D | -7.8% | -1.7% | -6.1% | -5.2% |
| 3M | -12.5% | -2.3% | -10.2% | -9.0% |
| 6M | -29.4% | +1.5% | -30.9% | -29.9% |
| YTD | -3.3% | +12.0% | -15.3% | -16.5% |
| 1Y | -16.2% | +12.9% | -29.1% | -28.3% |
| 3Y | +18.3% | +74.9% | -56.7% | -47.0% |
| 5Y | -52.1% | +59.9% | -112.0% | -73.8% |
| All | -31.9% | +122.5% | -154.4% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling