+165.7%
CI vs VT
+214.8%
-49.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +1.9% |
| 7D | +1.0% | -4.2% | +5.2% | +4.4% |
| 30D | +9.9% | -5.8% | +15.7% | +14.9% |
| 3M | +12.1% | -5.2% | +17.3% | +16.6% |
| 6M | +10.6% | +0.1% | +10.5% | +9.3% |
| YTD | +11.4% | +8.2% | +3.2% | +2.8% |
| 1Y | +18.8% | +10.1% | +8.7% | +7.9% |
| 3Y | +2.9% | +69.7% | -66.8% | -38.0% |
| 5Y | +54.5% | +53.4% | +1.1% | +1.9% |
| All | +165.7% | +214.8% | -49.1% | -19.7% |
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