-69.3%
CTKB price history and return analytics
+66.6%
-135.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -2.2% |
| 7D | -2.0% | -0.7% | -1.3% | -0.9% |
| 30D | +8.5% | -1.7% | +10.2% | +11.5% |
| 3M | +21.5% | -2.3% | +23.8% | +25.9% |
| 6M | +39.8% | +1.5% | +38.3% | +35.4% |
| YTD | +14.1% | +12.0% | +2.0% | -5.6% |
| 1Y | +20.3% | +12.9% | +7.4% | -1.6% |
| 3Y | +17.6% | +74.9% | -57.4% | -50.7% |
| 5Y | -74.7% | +59.9% | -134.6% | -87.0% |
| All | -69.3% | +66.6% | -135.9% | -85.1% |
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