+11.6%
CION price history and return analytics
+70.2%
-58.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.7% |
| 7D | -9.6% | -0.7% | -8.9% | -9.1% |
| 30D | -6.1% | -1.7% | -4.3% | -4.6% |
| 3M | -11.1% | -2.3% | -8.8% | -9.3% |
| 6M | +1.7% | +1.5% | +0.2% | +0.2% |
| YTD | -24.4% | +12.0% | -36.5% | -31.6% |
| 1Y | -21.3% | +12.9% | -34.1% | -29.2% |
| 3Y | -8.8% | +74.9% | -83.7% | -45.1% |
| 5Y | +5.0% | +59.9% | -54.9% | -37.9% |
| All | +11.6% | +70.2% | -58.6% | -31.8% |
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