+2.5%
CURE price history and return analytics
+66.2%
-63.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.5% | -7.1% | -6.7% |
| 7D | -7.9% | +1.0% | -9.0% | -9.4% |
| 30D | +0.8% | -0.2% | +1.0% | +1.2% |
| 3M | +26.5% | +4.5% | +21.9% | +15.8% |
| 6M | +22.3% | +14.1% | +8.2% | -4.3% |
| YTD | +13.9% | +14.8% | -0.9% | -12.0% |
| 1Y | +57.4% | +21.2% | +36.2% | +10.4% |
| 3Y | +37.3% | +76.6% | -39.3% | -50.2% |
| 5Y | +2.5% | +66.6% | -64.1% | -57.7% |
| All | +2.5% | +66.2% | -63.7% | -57.7% |
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