+456.2%
CIB vs VT
+66.2%
+390.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | +3.4% | +0.4% | +3.0% | +3.1% |
| 30D | +11.6% | +1.0% | +10.6% | +10.6% |
| 3M | +41.4% | +2.4% | +39.0% | +38.4% |
| 6M | +55.3% | +12.0% | +43.3% | +41.1% |
| YTD | +63.6% | +15.3% | +48.3% | +45.0% |
| 1Y | +105.9% | +22.6% | +83.3% | +73.5% |
| 3Y | +470.8% | +74.7% | +396.1% | +258.6% |
| All | +456.2% | +66.2% | +390.0% | +228.2% |
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