-69.2%
CIFG vs VT
+15.6%
-84.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.5% |
| 7D | +33.7% | +0.4% | +33.2% | +31.7% |
| 30D | -21.4% | +1.0% | -22.4% | -25.5% |
| 3M | -70.5% | +2.4% | -72.8% | -73.1% |
| 6M | -43.5% | +12.0% | -55.5% | -68.4% |
| YTD | -46.6% | +15.3% | -61.9% | -78.4% |
| All | -69.2% | +15.6% | -84.8% | -86.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling