+18.8%
CI vs VG
+45.2%
-26.4%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -1.2% |
| 7D | +1.0% | -22.0% | +23.0% | +1.4% |
| 30D | +9.9% | -14.7% | +24.6% | +10.1% |
| 3M | +12.1% | -7.1% | +19.1% | +12.0% |
| 6M | +10.6% | -11.2% | +21.8% | +10.2% |
| YTD | +11.4% | +69.8% | -58.4% | +10.0% |
| 1Y | +18.8% | +49.9% | -31.1% | +16.6% |
| All | +18.8% | +45.2% | -26.4% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling