+67.1%
CFG price history and return analytics
+57.4%
+9.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.3% |
| 7D | +0.3% | +0.4% | -0.1% | -0.3% |
| 30D | +3.2% | -2.6% | +5.8% | +6.5% |
| 3M | -9.7% | -3.2% | -6.5% | -6.1% |
| 6M | +3.6% | +0.9% | +2.7% | +1.6% |
| YTD | +14.7% | +11.3% | +3.4% | -1.0% |
| 1Y | +29.6% | +14.0% | +15.6% | +8.4% |
| 3Y | +190.6% | +75.8% | +114.7% | +40.1% |
| 5Y | +67.1% | +57.8% | +9.2% | -4.5% |
| All | +67.1% | +57.4% | +9.7% | -4.5% |
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