+463.0%
CF price history and return analytics
+345.0%
+118.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.2% | +10.3% |
| 7D | +0.4% | -4.2% | +4.6% | +4.2% |
| 30D | +2.2% | -5.8% | +8.0% | +7.8% |
| 3M | +2.1% | -5.2% | +7.4% | +6.7% |
| 6M | -6.5% | +0.1% | -6.7% | -9.0% |
| YTD | +55.6% | +8.2% | +47.3% | +36.4% |
| 1Y | +42.3% | +10.1% | +32.2% | +22.3% |
| 3Y | +55.7% | +69.7% | -13.9% | -19.0% |
| 5Y | +122.4% | +53.4% | +69.0% | +25.9% |
| 10Y | +568.5% | +219.2% | +349.3% | +70.0% |
| All | +463.0% | +345.0% | +118.0% | -7.0% |
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