+25.8%
CIA price history and return analytics
+75.0%
-49.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.9% | +0.4% | +2.4% | +2.3% |
| 30D | -15.1% | +1.0% | -16.0% | -16.2% |
| 3M | -22.9% | +2.4% | -25.2% | -25.6% |
| 6M | -27.7% | +12.0% | -39.7% | -38.1% |
| YTD | -18.2% | +15.3% | -33.6% | -32.7% |
| 1Y | -24.5% | +22.6% | -47.1% | -42.6% |
| All | +25.8% | +75.0% | -49.2% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling