+139.1%
CI price history and return analytics
+221.4%
-82.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -2.6% | +1.0% | -3.6% | -3.3% |
| 30D | -2.4% | -0.2% | -2.1% | -2.2% |
| 3M | -4.8% | +4.5% | -9.3% | -8.5% |
| 6M | +2.1% | +14.1% | -11.9% | -9.1% |
| YTD | +1.4% | +14.8% | -13.4% | -10.4% |
| 1Y | -6.8% | +21.2% | -28.0% | -21.3% |
| 3Y | +3.3% | +76.6% | -73.3% | -39.3% |
| 5Y | +41.1% | +66.6% | -25.5% | -13.1% |
| 10Y | +139.1% | +222.3% | -83.2% | -25.4% |
| All | +139.1% | +221.4% | -82.4% | -25.4% |
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