-99.6%
CING vs VT
+62.6%
-162.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -5.5% |
| 7D | -13.1% | -0.3% | -12.8% | -12.9% |
| 30D | -4.0% | -1.4% | -2.6% | -2.3% |
| 3M | -6.9% | -1.4% | -5.5% | -5.5% |
| 6M | -13.1% | +5.5% | -18.6% | -19.0% |
| YTD | +5.1% | +12.8% | -7.8% | -9.0% |
| 1Y | +23.2% | +15.4% | +7.8% | +4.2% |
| 3Y | -95.5% | +76.9% | -172.3% | -97.7% |
| All | -99.6% | +62.6% | -162.2% | -99.7% |
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