+182.0%
CTO price history and return analytics
+357.6%
-175.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -1.6% |
| 7D | +1.4% | +0.4% | +1.1% | +0.9% |
| 30D | -0.5% | -2.6% | +2.1% | +1.7% |
| 3M | -4.6% | -3.2% | -1.4% | -1.9% |
| 6M | +4.1% | +0.9% | +3.2% | +1.9% |
| YTD | +17.1% | +11.3% | +5.8% | +3.3% |
| 1Y | +26.8% | +14.0% | +12.8% | +9.0% |
| 3Y | +60.4% | +75.8% | -15.5% | -12.5% |
| 5Y | +65.3% | +57.8% | +7.5% | -1.2% |
| 10Y | +147.7% | +219.8% | -72.1% | -34.0% |
| All | +182.0% | +357.6% | -175.6% | -60.3% |
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