+57.2%
CI vs VT
+60.6%
-3.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.8% |
| 7D | +3.5% | -0.3% | +3.8% | +3.6% |
| 30D | +12.6% | -1.4% | +14.0% | +13.1% |
| 3M | +12.1% | -1.4% | +13.5% | +12.5% |
| 6M | +10.6% | +5.5% | +5.1% | +7.8% |
| YTD | +12.8% | +12.8% | 0.0% | +6.8% |
| 1Y | +18.0% | +15.4% | +2.6% | +10.6% |
| 3Y | +4.2% | +76.9% | -72.7% | -21.1% |
| 5Y | +57.2% | +60.4% | -3.2% | +28.9% |
| All | +57.2% | +60.6% | -3.3% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling