-35.4%
CIA price history and return analytics
+374.2%
-409.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.9% | +0.4% | +2.4% | +2.4% |
| 30D | -15.1% | +1.0% | -16.0% | -16.1% |
| 3M | -22.9% | +2.4% | -25.2% | -25.4% |
| 6M | -27.7% | +12.0% | -39.7% | -36.4% |
| YTD | -18.2% | +15.3% | -33.6% | -30.3% |
| 1Y | -24.5% | +22.6% | -47.1% | -39.7% |
| 3Y | +30.8% | +74.7% | -43.9% | -27.7% |
| 5Y | -34.1% | +66.1% | -100.2% | -63.0% |
| 10Y | -60.2% | +225.0% | -285.2% | -89.6% |
| All | -35.4% | +374.2% | -409.5% | -88.5% |
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 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