+42.4%
CIVB price history and return analytics
+66.2%
-23.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +1.7% | +1.0% | +0.7% | +1.0% |
| 30D | -3.2% | -0.2% | -2.9% | -3.0% |
| 3M | +4.7% | +4.5% | +0.1% | +1.2% |
| 6M | +23.1% | +14.1% | +9.1% | +11.7% |
| YTD | +26.0% | +14.8% | +11.3% | +13.8% |
| 1Y | +33.9% | +21.2% | +12.7% | +16.1% |
| 3Y | +87.3% | +76.6% | +10.8% | +26.1% |
| 5Y | +42.4% | +66.6% | -24.2% | +0.1% |
| All | +42.4% | +66.2% | -23.8% | +0.1% |
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