+1,307.2%
CIX vs VT
+356.1%
+951.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -6.0% | -5.9% |
| 7D | -2.7% | -1.6% | -1.1% | -1.9% |
| 30D | -5.5% | -2.5% | -3.0% | -4.3% |
| 3M | +20.5% | -1.3% | +21.8% | +21.3% |
| 6M | +52.5% | +3.1% | +49.5% | +49.8% |
| YTD | +57.1% | +10.9% | +46.2% | +48.0% |
| 1Y | +68.3% | +12.1% | +56.3% | +57.5% |
| 3Y | +127.7% | +73.9% | +53.9% | +73.0% |
| 5Y | +135.0% | +58.0% | +77.0% | +85.6% |
| 10Y | +414.8% | +225.5% | +189.3% | +198.6% |
| All | +1,307.2% | +356.1% | +951.1% | +651.6% |
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