-91.8%
CIFU vs VT
+16.6%
-108.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.6% | 0.0% | +36.6% | +36.3% |
| 7D | -13.4% | -1.6% | -11.8% | +2.2% |
| 30D | -77.6% | -2.5% | -75.1% | -69.5% |
| 3M | -92.5% | -1.3% | -91.2% | -91.1% |
| 6M | -90.0% | +3.1% | -93.1% | -90.2% |
| YTD | -91.2% | +10.9% | -102.1% | -94.7% |
| All | -91.8% | +16.6% | -108.4% | -97.4% |
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