-9.9%
CIM vs VT
+23.3%
-33.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | -1.8% | +1.0% | -2.7% | -2.4% |
| 3M | -9.4% | +2.4% | -11.8% | -10.7% |
| 6M | -9.4% | +12.0% | -21.4% | -16.8% |
| YTD | +0.4% | +15.3% | -14.9% | -9.6% |
| 1Y | -9.9% | +22.6% | -32.5% | -21.3% |
| All | -9.9% | +23.3% | -33.3% | -21.3% |
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