+1,292.9%
CIX vs VT
+374.2%
+918.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +10.7% | +0.4% | +10.2% | +10.4% |
| 30D | +25.6% | +1.0% | +24.6% | +25.0% |
| 3M | +45.9% | +2.4% | +43.5% | +43.8% |
| 6M | +46.3% | +12.0% | +34.3% | +37.3% |
| YTD | +55.5% | +15.3% | +40.2% | +43.5% |
| 1Y | +53.4% | +22.6% | +30.8% | +36.8% |
| 3Y | +105.5% | +74.7% | +30.8% | +55.4% |
| 5Y | +136.6% | +66.1% | +70.5% | +82.3% |
| 10Y | +376.2% | +225.0% | +151.2% | +174.6% |
| All | +1,292.9% | +374.2% | +918.7% | +629.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling