-34.0%
CTEC price history and return analytics
+120.5%
-154.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | -0.6% | +2.4% | -3.0% | -4.1% |
| 30D | -7.7% | -1.5% | -6.2% | -5.4% |
| 3M | -16.8% | -4.1% | -12.6% | -10.9% |
| 6M | -31.3% | +0.6% | -31.9% | -30.8% |
| YTD | -6.2% | +11.0% | -17.2% | -17.9% |
| 1Y | -11.9% | +13.3% | -25.2% | -25.0% |
| 3Y | +14.3% | +73.4% | -59.1% | -48.1% |
| 5Y | -53.9% | +57.4% | -111.4% | -74.1% |
| All | -34.0% | +120.5% | -154.5% | -76.8% |
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