+316.4%
CFG price history and return analytics
+221.3%
+95.1%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.2% |
| 7D | -0.9% | -2.3% | +1.4% | +2.2% |
| 30D | +1.1% | -5.0% | +6.0% | +8.2% |
| 3M | -12.0% | -4.9% | -7.1% | -6.0% |
| 6M | -2.2% | -1.5% | -0.7% | -1.0% |
| YTD | +11.4% | +8.5% | +2.9% | -1.7% |
| 1Y | +27.8% | +11.4% | +16.5% | +8.8% |
| 3Y | +173.3% | +70.1% | +103.2% | +29.3% |
| 5Y | +62.4% | +53.7% | +8.7% | -10.0% |
| 10Y | +249.6% | +220.0% | +29.6% | -19.6% |
| All | +316.4% | +221.3% | +95.1% | -5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling