+138.9%
CIX vs VT
+57.9%
+81.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -6.0% | -6.0% |
| 7D | -2.7% | -1.6% | -1.1% | -1.4% |
| 30D | -5.5% | -2.5% | -3.0% | -3.6% |
| 3M | +20.5% | -1.3% | +21.8% | +21.7% |
| 6M | +52.5% | +3.1% | +49.5% | +47.9% |
| YTD | +57.1% | +10.9% | +46.2% | +42.1% |
| 1Y | +68.3% | +12.1% | +56.3% | +50.5% |
| 3Y | +127.7% | +73.9% | +53.9% | +45.1% |
| All | +138.9% | +57.9% | +81.1% | +55.5% |
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