-68.8%
CTM price history and return analytics
+118.1%
-186.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -3.7% |
| 7D | -21.2% | +0.4% | -21.6% | -21.6% |
| 30D | -39.8% | -2.6% | -37.2% | -38.2% |
| 3M | -39.0% | -3.2% | -35.8% | -36.9% |
| 6M | -50.2% | +0.9% | -51.1% | -50.4% |
| YTD | -58.5% | +11.3% | -69.8% | -61.7% |
| 1Y | -68.8% | +14.0% | -82.8% | -71.7% |
| 3Y | +40.4% | +75.8% | -35.4% | +19.4% |
| All | -68.8% | +118.1% | -186.9% | -67.6% |
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