+6.5%
CIK price history and return analytics
+57.0%
-50.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.8% | +2.4% | -3.2% | -1.9% |
| 30D | +2.6% | -1.5% | +4.1% | +3.3% |
| 3M | -2.0% | -4.1% | +2.1% | -0.3% |
| 6M | -2.8% | +0.6% | -3.4% | -3.2% |
| YTD | -10.3% | +11.0% | -21.4% | -14.7% |
| 1Y | -7.9% | +13.3% | -21.2% | -13.2% |
| 3Y | +15.6% | +73.4% | -57.8% | -10.5% |
| All | +6.5% | +57.0% | -50.5% | -15.3% |
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