+133.8%
CFFI price history and return analytics
+58.5%
+75.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -2.3% | +2.9% | -5.2% | -3.7% |
| 30D | +1.6% | -2.5% | +4.1% | +2.9% |
| 3M | +20.0% | -3.3% | +23.3% | +21.9% |
| 6M | +48.3% | +1.5% | +46.8% | +46.5% |
| YTD | +48.4% | +11.4% | +37.1% | +39.3% |
| 1Y | +55.3% | +11.9% | +43.4% | +45.3% |
| 3Y | +108.7% | +73.9% | +34.9% | +66.7% |
| 5Y | +133.8% | +57.9% | +75.9% | +85.4% |
| All | +133.8% | +58.5% | +75.2% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling