-70.2%
CITR price history and return analytics
+11.5%
-81.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -10.0% | -1.6% | -8.4% | -9.0% |
| 30D | -20.7% | -2.5% | -18.2% | -19.2% |
| 3M | -58.2% | -1.3% | -56.9% | -57.7% |
| 6M | -65.8% | +3.1% | -68.9% | -65.9% |
| YTD | -71.0% | +10.9% | -82.0% | -71.2% |
| All | -70.2% | +11.5% | -81.7% | -70.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling