-59.1%
CTM price history and return analytics
+11.9%
-71.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.6% | -9.4% | -8.9% |
| 7D | -5.1% | +2.9% | -8.0% | -10.0% |
| 30D | -23.7% | -2.5% | -21.2% | -20.0% |
| 3M | -28.6% | -3.3% | -25.2% | -23.7% |
| 6M | -33.5% | +1.5% | -35.1% | -35.8% |
| YTD | -50.2% | +11.4% | -61.5% | -58.9% |
| 1Y | -59.1% | +11.9% | -71.0% | -66.2% |
| All | -59.1% | +11.9% | -71.0% | -66.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling