-95.4%
CIIT vs VT
+53.4%
-148.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +54.8% | +0.2% | +54.6% | +54.7% |
| 7D | +41.2% | -2.3% | +43.5% | +42.7% |
| 30D | +0.2% | -5.0% | +5.2% | +2.2% |
| 3M | -36.2% | -4.9% | -31.3% | -35.0% |
| 6M | -83.9% | -1.5% | -82.4% | -83.9% |
| YTD | -89.7% | +8.5% | -98.2% | -90.2% |
| 1Y | -94.7% | +11.4% | -106.1% | -95.0% |
| 3Y | -95.0% | +70.1% | -165.0% | -96.1% |
| All | -95.4% | +53.4% | -148.8% | -95.6% |
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