+86.2%
CIBR price history and return analytics
+66.2%
+19.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | -2.3% | +1.0% | -3.3% | -3.4% |
| 30D | -3.9% | -0.2% | -3.7% | -3.6% |
| 3M | +9.2% | +4.5% | +4.7% | +3.7% |
| 6M | +42.8% | +14.1% | +28.8% | +22.0% |
| YTD | +31.9% | +14.8% | +17.2% | +11.8% |
| 1Y | +26.5% | +21.2% | +5.3% | +0.4% |
| 3Y | +102.5% | +76.6% | +26.0% | +2.5% |
| 5Y | +86.2% | +66.6% | +19.6% | +2.4% |
| All | +86.2% | +66.2% | +19.9% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling