+69.6%
CIBR vs VT
+53.2%
+16.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.8% |
| 7D | -13.3% | -4.2% | -9.2% | -8.8% |
| 30D | -15.8% | -5.8% | -10.0% | -9.6% |
| 3M | -6.7% | -5.2% | -1.5% | -0.5% |
| 6M | +28.5% | +0.1% | +28.4% | +28.4% |
| YTD | +27.7% | +8.2% | +19.5% | +15.9% |
| 1Y | +21.1% | +10.1% | +11.0% | +7.7% |
| 3Y | +102.1% | +69.7% | +32.4% | +7.0% |
| 5Y | +69.6% | +53.4% | +16.2% | +3.5% |
| All | +69.6% | +53.2% | +16.4% | +3.5% |
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