+488.9%
CIB price history and return analytics
+222.7%
+266.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | -3.9% | +2.9% | -6.8% | -6.7% |
| 30D | -7.2% | -2.5% | -4.7% | -4.7% |
| 3M | -4.5% | -3.3% | -1.1% | -1.1% |
| 6M | +44.6% | +1.5% | +43.1% | +41.9% |
| YTD | +48.9% | +11.4% | +37.5% | +32.3% |
| 1Y | +47.6% | +11.9% | +35.7% | +30.4% |
| 3Y | +401.9% | +73.9% | +328.0% | +170.9% |
| 5Y | +399.9% | +57.9% | +342.0% | +198.1% |
| All | +488.9% | +222.7% | +266.2% | +48.2% |
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