+180.1%
CTO price history and return analytics
+357.8%
-177.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | +0.4% | +2.9% | -2.5% | -2.4% |
| 30D | -2.6% | -2.5% | -0.1% | -0.5% |
| 3M | -5.7% | -3.3% | -2.4% | -3.0% |
| 6M | +3.8% | +1.5% | +2.3% | +1.0% |
| YTD | +16.3% | +11.4% | +4.9% | +2.6% |
| 1Y | +25.5% | +11.9% | +13.6% | +10.0% |
| 3Y | +58.1% | +73.9% | -15.8% | -12.7% |
| 5Y | +63.4% | +57.9% | +5.5% | -2.4% |
| 10Y | +132.6% | +222.6% | -90.1% | -38.7% |
| All | +180.1% | +357.8% | -177.7% | -60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling