+488.0%
CIB price history and return analytics
+224.4%
+263.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.3% |
| 7D | -2.5% | -0.7% | -1.8% | -1.9% |
| 30D | -3.1% | -1.7% | -1.4% | -1.4% |
| 3M | -3.1% | -2.3% | -0.8% | -0.8% |
| 6M | +50.1% | +1.5% | +48.6% | +47.3% |
| YTD | +54.5% | +12.0% | +42.4% | +36.3% |
| 1Y | +54.0% | +12.9% | +41.1% | +34.8% |
| 3Y | +420.9% | +74.9% | +345.9% | +179.2% |
| 5Y | +419.4% | +59.9% | +359.5% | +205.1% |
| 10Y | +488.0% | +224.6% | +263.4% | +45.8% |
| All | +488.0% | +224.4% | +263.7% | +45.8% |
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