-67.1%
CURI price history and return analytics
+125.5%
-192.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | -2.1% | +1.0% | -3.2% | -3.0% |
| 30D | +0.7% | -0.2% | +1.0% | +1.0% |
| 3M | -3.9% | +4.5% | -8.4% | -7.8% |
| 6M | -15.5% | +14.1% | -29.6% | -24.7% |
| YTD | -24.4% | +14.8% | -39.2% | -32.8% |
| 1Y | -36.1% | +21.2% | -57.3% | -45.9% |
| 3Y | +348.5% | +76.6% | +271.9% | +174.9% |
| 5Y | -73.3% | +66.6% | -139.9% | -83.1% |
| All | -67.1% | +125.5% | -192.7% | -79.5% |
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