+481.0%
CF price history and return analytics
+217.6%
+263.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | +4.8% | -0.1% | +4.9% | +4.3% |
| 30D | +9.7% | -3.1% | +12.8% | +12.0% |
| 3M | +1.2% | -3.5% | +4.7% | +3.5% |
| 6M | +7.4% | +0.5% | +6.9% | +4.8% |
| YTD | +60.5% | +10.8% | +49.7% | +39.6% |
| 1Y | +50.7% | +11.9% | +38.8% | +29.6% |
| 3Y | +64.8% | +73.0% | -8.2% | -13.2% |
| 5Y | +115.8% | +58.6% | +57.2% | +23.1% |
| 10Y | +481.0% | +219.2% | +261.8% | +34.4% |
| All | +481.0% | +217.6% | +263.4% | +34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling