-68.9%
CTKB price history and return analytics
+61.3%
-130.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.2% | +7.7% | +7.6% |
| 7D | -4.9% | -2.3% | -2.6% | -1.3% |
| 30D | +9.2% | -5.0% | +14.1% | +18.0% |
| 3M | +40.1% | -4.9% | +45.0% | +51.2% |
| 6M | +18.0% | -1.5% | +19.6% | +19.5% |
| YTD | +15.4% | +8.5% | +7.0% | +0.3% |
| 1Y | +28.4% | +11.4% | +17.0% | +7.1% |
| 3Y | +33.7% | +70.1% | -36.4% | -41.5% |
| 5Y | -76.4% | +53.7% | -130.1% | -87.1% |
| All | -68.9% | +61.3% | -130.2% | -84.2% |
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