+73.0%
CF price history and return analytics
+75.0%
-2.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.0% | +0.4% | +5.6% | +6.0% |
| 30D | +14.8% | +1.0% | +13.9% | +14.7% |
| 3M | +14.1% | +2.4% | +11.7% | +13.9% |
| 6M | +28.5% | +12.0% | +16.5% | +26.4% |
| YTD | +74.9% | +15.3% | +59.6% | +69.2% |
| 1Y | +61.7% | +22.6% | +39.1% | +51.4% |
| All | +73.0% | +75.0% | -2.0% | +32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling