+235.8%
CFA price history and return analytics
+213.5%
+22.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -0.9% | -2.3% | +1.4% | +1.2% |
| 30D | +3.4% | -5.0% | +8.3% | +8.1% |
| 3M | -0.9% | -4.9% | +4.0% | +3.5% |
| 6M | +4.8% | -1.5% | +6.3% | +5.7% |
| YTD | +11.1% | +8.5% | +2.6% | +2.3% |
| 1Y | +13.9% | +11.4% | +2.5% | +2.4% |
| 3Y | +53.4% | +70.1% | -16.7% | -7.2% |
| 5Y | +41.1% | +53.7% | -12.6% | -6.6% |
| 10Y | +206.9% | +220.0% | -13.1% | +7.7% |
| All | +235.8% | +213.5% | +22.2% | +17.2% |
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