+224.9%
CTS price history and return analytics
+222.7%
+2.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.3% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | -13.1% | -0.7% | -12.4% | -12.4% |
| 3M | -15.2% | +4.0% | -19.2% | -18.8% |
| 6M | +18.4% | +12.3% | +6.1% | +4.3% |
| YTD | +31.1% | +14.0% | +17.1% | +13.7% |
| 1Y | +36.6% | +20.3% | +16.3% | +11.7% |
| 3Y | +38.1% | +75.4% | -37.4% | -24.0% |
| 5Y | +79.0% | +66.0% | +13.1% | +4.1% |
| 10Y | +224.9% | +228.2% | -3.3% | -15.9% |
| All | +224.9% | +222.7% | +2.2% | -15.9% |
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