+25.0%
CION vs VT
+75.2%
-50.2%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.5% | +0.4% | -1.0% | -0.9% |
| 30D | +19.4% | +1.0% | +18.4% | +18.4% |
| 3M | +10.7% | +2.4% | +8.4% | +8.4% |
| 6M | -1.3% | +12.0% | -13.3% | -10.5% |
| YTD | -15.4% | +15.3% | -30.7% | -25.2% |
| 1Y | -17.7% | +22.6% | -40.3% | -31.2% |
| 3Y | +6.3% | +74.7% | -68.4% | -35.8% |
| All | +25.0% | +75.2% | -50.2% | -25.5% |
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