+834.5%
CI price history and return analytics
+346.0%
+488.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.8% |
| 7D | -1.6% | -2.3% | +0.8% | +0.5% |
| 30D | +5.4% | -5.0% | +10.4% | +10.3% |
| 3M | +7.3% | -4.9% | +12.1% | +11.9% |
| 6M | +5.3% | -1.5% | +6.8% | +5.5% |
| YTD | +8.5% | +8.5% | 0.0% | -1.4% |
| 1Y | +17.1% | +11.4% | +5.7% | +3.7% |
| 3Y | +1.4% | +70.1% | -68.7% | -42.5% |
| 5Y | +50.5% | +53.7% | -3.3% | -7.9% |
| 10Y | +168.5% | +220.0% | -51.4% | -22.5% |
| All | +834.5% | +346.0% | +488.5% | +60.3% |
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