+476.5%
V vs CI
+145.6%
+330.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.6% | +0.1% |
| 7D | -0.4% | -1.7% | +1.4% | +0.2% |
| 30D | +6.3% | +4.9% | +1.5% | +4.7% |
| 3M | +17.2% | +7.4% | +9.8% | +14.4% |
| 6M | +29.2% | +0.4% | +28.9% | +28.4% |
| YTD | +20.8% | +9.5% | +11.3% | +16.2% |
| 1Y | +25.0% | +12.0% | +13.0% | +19.4% |
| 3Y | +75.3% | +7.1% | +68.2% | +62.9% |
| 5Y | +105.8% | +49.3% | +56.5% | +63.5% |
| All | +476.5% | +145.6% | +330.9% | +282.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling