+8.4%
CFIT price history and return analytics
+40.1%
-31.7%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.9% | +1.0% | -0.1% | +0.6% |
| 30D | 0.0% | -0.2% | +0.2% | +0.1% |
| 3M | 0.0% | +4.5% | -4.5% | -1.0% |
| 6M | +3.4% | +14.1% | -10.7% | +0.4% |
| YTD | +4.7% | +14.8% | -10.1% | +1.5% |
| 1Y | +6.2% | +21.2% | -15.0% | +2.2% |
| All | +8.4% | +40.1% | -31.7% | +2.7% |
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 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