-68.9%
CTKB price history and return analytics
+65.1%
-134.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.1% | +6.2% |
| 7D | +0.2% | +2.4% | -2.2% | -3.3% |
| 30D | +8.2% | -1.5% | +9.8% | +10.9% |
| 3M | +19.4% | -4.1% | +23.5% | +27.2% |
| 6M | +58.7% | +0.6% | +58.1% | +56.0% |
| YTD | +15.6% | +11.0% | +4.6% | -3.0% |
| 1Y | +27.8% | +13.3% | +14.4% | +3.7% |
| 3Y | +17.7% | +73.4% | -55.7% | -50.0% |
| 5Y | -75.3% | +57.4% | -132.7% | -87.0% |
| All | -68.9% | +65.1% | -134.0% | -84.7% |
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