-4.2%
CTRI price history and return analytics
+23.4%
-27.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -1.7% |
| 7D | -2.9% | +0.1% | -3.0% | -3.1% |
| 30D | -6.3% | +0.8% | -7.1% | -7.5% |
| 3M | -32.5% | +2.8% | -35.3% | -36.0% |
| 6M | -31.3% | +13.0% | -44.3% | -43.9% |
| YTD | -18.8% | +15.4% | -34.1% | -37.0% |
| All | -4.2% | +23.4% | -27.6% | -33.6% |
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 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