+60.7%
CURV price history and return analytics
+74.2%
-13.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.2% |
| 7D | -7.8% | -1.1% | -6.7% | -6.8% |
| 30D | -1.7% | -1.0% | -0.8% | -0.8% |
| 3M | +19.0% | +3.2% | +15.9% | +15.2% |
| 6M | +74.4% | +12.5% | +61.9% | +52.5% |
| YTD | +130.1% | +14.1% | +116.0% | +96.5% |
| 1Y | +16.6% | +18.9% | -2.3% | -6.6% |
| 3Y | +60.7% | +74.1% | -13.4% | -27.6% |
| All | +60.7% | +74.2% | -13.5% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling