+794.3%
CI price history and return analytics
+374.2%
+420.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | +0.4% | +0.9% | +0.9% |
| 30D | +4.4% | +1.0% | +3.5% | +3.5% |
| 3M | +0.7% | +2.4% | -1.7% | -2.3% |
| 6M | +0.3% | +12.0% | -11.7% | -10.9% |
| YTD | +3.8% | +15.3% | -11.5% | -10.6% |
| 1Y | -5.5% | +22.6% | -28.1% | -23.3% |
| 3Y | +8.1% | +74.7% | -66.6% | -39.9% |
| 5Y | +42.8% | +66.1% | -23.3% | -18.6% |
| 10Y | +143.9% | +225.0% | -81.1% | -30.2% |
| All | +794.3% | +374.2% | +420.1% | +45.4% |
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 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