+302.8%
CII price history and return analytics
+222.7%
+80.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | +3.5% | +2.9% | +0.7% | +0.9% |
| 30D | -1.4% | -2.5% | +1.1% | +0.9% |
| 3M | -2.8% | -3.3% | +0.5% | +0.2% |
| 6M | -2.0% | +1.5% | -3.5% | -3.5% |
| YTD | +7.3% | +11.4% | -4.0% | -3.1% |
| 1Y | +14.6% | +11.9% | +2.7% | +3.0% |
| 3Y | +79.9% | +73.9% | +6.0% | +6.9% |
| 5Y | +76.6% | +57.9% | +18.7% | +14.6% |
| All | +302.8% | +222.7% | +80.1% | +43.0% |
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