-100.0%
CISS price history and return analytics
+75.8%
-175.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.9% | -6.4% | -6.0% |
| 7D | -8.1% | -1.1% | -6.9% | -7.5% |
| 30D | -58.7% | -1.0% | -57.8% | -58.5% |
| 3M | -98.5% | +3.2% | -101.6% | -98.5% |
| 6M | -99.6% | +12.5% | -112.0% | -99.6% |
| YTD | -99.9% | +14.1% | -114.0% | -99.9% |
| 1Y | -100.0% | +18.9% | -118.9% | -100.0% |
| 3Y | -100.0% | +74.1% | -174.1% | -100.0% |
| All | -100.0% | +75.8% | -175.8% | -100.0% |
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