+468.2%
CIB price history and return analytics
+217.6%
+250.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.5% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -3.9% | -3.1% | -0.8% | -0.8% |
| 3M | +2.9% | -3.5% | +6.4% | +6.7% |
| 6M | +46.6% | +0.5% | +46.1% | +45.5% |
| YTD | +53.1% | +10.8% | +42.3% | +36.8% |
| 1Y | +53.2% | +11.9% | +41.3% | +35.3% |
| 3Y | +416.1% | +73.0% | +343.1% | +180.0% |
| 5Y | +408.4% | +58.6% | +349.8% | +201.0% |
| 10Y | +468.2% | +219.2% | +249.1% | +39.8% |
| All | +468.2% | +217.6% | +250.6% | +39.8% |
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