-97.0%
CIFG vs VT
+8.7%
-105.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | +0.2% | +34.1% | +32.5% |
| 7D | -28.9% | -2.3% | -26.5% | -21.9% |
| 30D | -84.5% | -5.0% | -79.6% | -76.7% |
| 3M | -91.9% | -4.9% | -87.0% | -87.3% |
| 6M | -96.4% | -1.5% | -94.8% | -95.2% |
| YTD | -94.8% | +8.5% | -103.3% | -96.5% |
| All | -97.0% | +8.7% | -105.7% | -97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling