+1,019.5%
CIGI price history and return analytics
+371.8%
+647.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.4% |
| 7D | -3.9% | +1.0% | -4.9% | -4.6% |
| 30D | -6.1% | -0.2% | -5.9% | -5.9% |
| 3M | -1.4% | +4.5% | -5.9% | -5.1% |
| 6M | -17.7% | +14.1% | -31.8% | -26.4% |
| YTD | -35.1% | +14.8% | -49.8% | -42.1% |
| 1Y | -42.7% | +21.2% | -63.8% | -51.0% |
| 3Y | -15.8% | +76.6% | -92.4% | -46.3% |
| 5Y | -29.4% | +66.6% | -96.0% | -52.3% |
| 10Y | +129.8% | +222.3% | -92.5% | +1.2% |
| All | +1,019.5% | +371.8% | +647.7% | +377.7% |
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