-50.4%
CIA price history and return analytics
+223.7%
-274.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +2.8% |
| 7D | +16.9% | +0.4% | +16.6% | +16.5% |
| 30D | +25.4% | -2.6% | +28.0% | +28.6% |
| 3M | +14.5% | -3.2% | +17.7% | +18.3% |
| 6M | -17.0% | +0.9% | -17.9% | -18.1% |
| YTD | -9.9% | +11.3% | -21.2% | -19.0% |
| 1Y | -28.5% | +14.0% | -42.5% | -37.1% |
| 3Y | +47.0% | +75.8% | -28.9% | -11.5% |
| 5Y | -33.7% | +57.8% | -91.5% | -56.5% |
| 10Y | -50.4% | +219.8% | -270.2% | -86.0% |
| All | -50.4% | +223.7% | -274.1% | -86.0% |
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