+671.2%
CII price history and return analytics
+374.2%
+297.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.0% | +0.4% | -1.5% | -1.4% |
| 30D | -0.1% | +1.0% | -1.1% | -0.9% |
| 3M | -0.6% | +2.4% | -3.0% | -2.6% |
| 6M | +12.4% | +12.0% | +0.4% | +2.3% |
| YTD | +10.0% | +15.3% | -5.4% | -2.4% |
| 1Y | +27.4% | +22.6% | +4.8% | +7.5% |
| 3Y | +73.7% | +74.7% | -0.9% | +9.4% |
| 5Y | +82.2% | +66.1% | +16.1% | +19.5% |
| 10Y | +292.5% | +225.0% | +67.5% | +51.2% |
| All | +671.2% | +374.2% | +297.0% | +109.4% |
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 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