-1.2%
CFFN price history and return analytics
+221.8%
-223.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -0.2% | +2.4% | -2.6% | -2.0% |
| 30D | +3.9% | -1.5% | +5.4% | +5.0% |
| 3M | -3.9% | -4.1% | +0.2% | -0.9% |
| 6M | +13.1% | +0.6% | +12.6% | +12.3% |
| YTD | +29.5% | +11.0% | +18.5% | +18.9% |
| 1Y | +40.3% | +13.3% | +26.9% | +26.6% |
| 3Y | +95.1% | +73.4% | +21.7% | +28.5% |
| 5Y | -7.8% | +57.4% | -65.2% | -35.3% |
| All | -1.2% | +221.8% | -223.0% | -62.3% |
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