-17.7%
CURR price history and return analytics
+40.6%
-58.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | +19.3% | -2.0% | +21.3% | +20.2% |
| 30D | -3.8% | -1.4% | -2.3% | -3.4% |
| 3M | +22.2% | +4.7% | +17.5% | +19.8% |
| 6M | +69.7% | +11.4% | +58.3% | +65.6% |
| YTD | +100.0% | +13.1% | +86.9% | +95.1% |
| 1Y | +119.6% | +19.0% | +100.6% | +115.1% |
| All | -17.7% | +40.6% | -58.3% | -39.5% |
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