+141.7%
CIVB price history and return analytics
+226.9%
-85.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.7% |
| 7D | -0.8% | -2.0% | +1.2% | +1.3% |
| 30D | -3.9% | -1.4% | -2.4% | -2.5% |
| 3M | +2.6% | +4.7% | -2.1% | -2.8% |
| 6M | +23.8% | +11.4% | +12.4% | +9.3% |
| YTD | +25.7% | +13.1% | +12.6% | +9.1% |
| 1Y | +33.5% | +19.0% | +14.4% | +9.3% |
| 3Y | +86.8% | +73.9% | +12.8% | +0.2% |
| 5Y | +42.3% | +65.4% | -23.1% | -20.5% |
| All | +141.7% | +226.9% | -85.2% | -32.2% |
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