+219.7%
CFG price history and return analytics
+217.6%
+2.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.2% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +2.8% | -3.1% | +5.8% | +7.2% |
| 3M | -10.1% | -3.5% | -6.6% | -5.7% |
| 6M | +3.2% | +0.5% | +2.7% | +1.5% |
| YTD | +14.2% | +10.8% | +3.4% | -2.8% |
| 1Y | +27.4% | +11.9% | +15.5% | +6.9% |
| 3Y | +187.6% | +73.0% | +114.6% | +27.7% |
| 5Y | +65.7% | +58.6% | +7.1% | -14.8% |
| 10Y | +219.7% | +219.2% | +0.5% | -34.3% |
| All | +219.7% | +217.6% | +2.0% | -34.3% |
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