+192.6%
CFG price history and return analytics
+75.6%
+117.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.5% |
| 7D | -0.8% | -0.7% | -0.1% | 0.0% |
| 30D | +3.1% | -1.7% | +4.9% | +5.2% |
| 3M | -9.7% | -2.3% | -7.4% | -7.3% |
| 6M | +6.7% | +1.5% | +5.2% | +4.0% |
| YTD | +15.2% | +12.0% | +3.1% | -1.3% |
| 1Y | +28.8% | +12.9% | +15.9% | +9.3% |
| All | +192.6% | +75.6% | +117.0% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling