-95.3%
CING vs VT
+76.6%
-171.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -5.5% |
| 7D | -13.1% | -0.3% | -12.8% | -12.8% |
| 30D | -4.0% | -1.4% | -2.6% | -2.3% |
| 3M | -6.9% | -1.4% | -5.5% | -5.4% |
| 6M | -13.1% | +5.5% | -18.6% | -19.5% |
| YTD | +5.1% | +12.8% | -7.8% | -9.9% |
| 1Y | +23.2% | +15.4% | +7.8% | +3.0% |
| All | -95.3% | +76.6% | -171.8% | -96.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling