-64.5%
CURI price history and return analytics
+118.8%
-183.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.7% | -0.6% | +21.3% | +21.2% |
| 7D | +13.5% | +2.9% | +10.6% | +10.4% |
| 30D | +3.2% | -2.5% | +5.8% | +5.5% |
| 3M | +5.2% | -3.3% | +8.6% | +8.3% |
| 6M | -0.5% | +1.5% | -2.0% | -1.5% |
| YTD | -18.4% | +11.4% | -29.8% | -25.7% |
| 1Y | -16.1% | +11.9% | -28.1% | -24.2% |
| 3Y | +561.9% | +73.9% | +488.0% | +310.4% |
| 5Y | -59.8% | +57.9% | -117.7% | -73.8% |
| All | -64.5% | +118.8% | -183.4% | -77.4% |
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