+303.9%
CII price history and return analytics
+223.7%
+80.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.2% |
| 7D | +2.1% | +0.4% | +1.7% | +1.7% |
| 30D | -2.0% | -2.6% | +0.6% | +0.4% |
| 3M | -2.6% | -3.2% | +0.6% | +0.3% |
| 6M | -0.9% | +0.9% | -1.8% | -1.8% |
| YTD | +7.6% | +11.3% | -3.7% | -2.8% |
| 1Y | +17.0% | +14.0% | +3.0% | +3.4% |
| 3Y | +82.3% | +75.8% | +6.5% | +7.2% |
| 5Y | +77.8% | +57.8% | +20.0% | +15.4% |
| 10Y | +303.9% | +219.8% | +84.1% | +44.6% |
| All | +303.9% | +223.7% | +80.2% | +44.6% |
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