-61.5%
CIA price history and return analytics
+221.4%
-282.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +0.3% | +1.0% | -0.7% | -0.7% |
| 30D | +0.5% | -0.2% | +0.8% | +0.8% |
| 3M | -27.9% | +4.5% | -32.5% | -31.3% |
| 6M | -25.4% | +14.1% | -39.4% | -34.8% |
| YTD | -20.9% | +14.8% | -35.7% | -31.1% |
| 1Y | -29.3% | +21.2% | -50.5% | -41.5% |
| 3Y | +25.7% | +76.6% | -50.9% | -25.7% |
| 5Y | -34.7% | +66.6% | -101.3% | -59.9% |
| 10Y | -61.5% | +222.3% | -283.7% | -90.7% |
| All | -61.5% | +221.4% | -282.9% | -90.7% |
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