+1,024.1%
CIGI vs VT
+357.6%
+666.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -1.2% |
| 7D | -8.3% | +0.4% | -8.7% | -8.7% |
| 30D | +10.5% | -2.6% | +13.1% | +12.6% |
| 3M | -5.8% | -3.2% | -2.5% | -3.4% |
| 6M | -2.8% | +0.9% | -3.8% | -4.1% |
| YTD | -34.8% | +11.3% | -46.1% | -40.6% |
| 1Y | -36.7% | +14.0% | -50.7% | -43.4% |
| 3Y | +1.1% | +75.8% | -74.7% | -35.4% |
| 5Y | -34.2% | +57.8% | -92.1% | -53.8% |
| 10Y | +172.2% | +219.8% | -47.6% | +21.0% |
| All | +1,024.1% | +357.6% | +666.5% | +390.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling