+430.7%
CFR price history and return analytics
+357.6%
+73.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.7% |
| 7D | -1.4% | +0.4% | -1.8% | -1.9% |
| 30D | +5.2% | -2.6% | +7.8% | +7.7% |
| 3M | -3.3% | -3.2% | -0.1% | -0.5% |
| 6M | +15.4% | +0.9% | +14.5% | +13.3% |
| YTD | +27.5% | +11.3% | +16.1% | +13.1% |
| 1Y | +29.4% | +14.0% | +15.4% | +12.1% |
| 3Y | +87.7% | +75.8% | +11.8% | +6.7% |
| 5Y | +35.1% | +57.8% | -22.7% | -14.6% |
| 10Y | +165.9% | +219.8% | -53.9% | -9.3% |
| All | +430.7% | +357.6% | +73.0% | +64.1% |
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