-50.0%
CTM price history and return analytics
+123.4%
-173.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.1% | -4.1% |
| 7D | +5.1% | -0.1% | +5.2% | +5.3% |
| 30D | -1.6% | -0.7% | -1.0% | -0.8% |
| 3M | -13.7% | +4.0% | -17.7% | -16.9% |
| 6M | -32.3% | +12.3% | -44.6% | -38.5% |
| YTD | -33.6% | +14.0% | -47.6% | -40.2% |
| 1Y | -47.8% | +20.3% | -68.1% | -54.6% |
| 3Y | +87.5% | +75.4% | +12.1% | +52.5% |
| All | -50.0% | +123.4% | -173.4% | -49.5% |
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