+55.6%
CURB price history and return analytics
+37.6%
+18.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -0.5% | -1.1% | +0.6% | +0.1% |
| 30D | -2.6% | -1.0% | -1.6% | -2.1% |
| 3M | -1.3% | +3.2% | -4.4% | -3.1% |
| 6M | +10.8% | +12.5% | -1.7% | +3.0% |
| YTD | +27.9% | +14.1% | +13.8% | +17.5% |
| 1Y | +31.8% | +18.9% | +12.9% | +17.4% |
| All | +55.6% | +37.6% | +18.0% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling