+2.2%
CION price history and return analytics
+58.5%
-56.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.1% |
| 7D | -7.0% | +2.9% | -9.9% | -9.3% |
| 30D | -8.4% | -2.5% | -5.9% | -6.3% |
| 3M | -13.8% | -3.3% | -10.5% | -11.3% |
| 6M | -1.4% | +1.5% | -2.9% | -2.9% |
| YTD | -27.2% | +11.4% | -38.5% | -33.7% |
| 1Y | -26.7% | +11.9% | -38.6% | -33.6% |
| 3Y | -12.1% | +73.9% | -85.9% | -47.0% |
| 5Y | +2.2% | +57.9% | -55.7% | -38.3% |
| All | +2.2% | +58.5% | -56.3% | -38.3% |
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