+188.2%
CINF vs VT
+229.8%
-41.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -0.8% | -1.1% | +0.3% | +0.2% |
| 30D | -1.5% | -1.0% | -0.6% | -0.7% |
| 3M | +1.4% | +3.2% | -1.7% | -2.0% |
| 6M | +4.7% | +12.5% | -7.8% | -7.5% |
| YTD | +5.2% | +14.1% | -8.9% | -8.7% |
| 1Y | +10.7% | +18.9% | -8.2% | -8.0% |
| 3Y | +72.6% | +74.1% | -1.5% | -3.5% |
| 5Y | +63.7% | +66.9% | -3.1% | -4.8% |
| All | +188.2% | +229.8% | -41.6% | -17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling