-62.5%
CTM price history and return analytics
+118.2%
-180.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.6% | -9.4% | -9.4% |
| 7D | -5.1% | +2.9% | -8.0% | -7.8% |
| 30D | -23.7% | -2.5% | -21.2% | -21.7% |
| 3M | -28.6% | -3.3% | -25.2% | -26.0% |
| 6M | -33.5% | +1.5% | -35.1% | -34.1% |
| YTD | -50.2% | +11.4% | -61.5% | -54.0% |
| 1Y | -59.1% | +11.9% | -71.0% | -62.4% |
| 3Y | +28.6% | +73.9% | -45.3% | +9.1% |
| All | -62.5% | +118.2% | -180.7% | -61.1% |
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