+254.0%
CIVB price history and return analytics
+374.2%
-120.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.1% | +0.4% | +0.6% | +0.8% |
| 30D | -3.7% | +1.0% | -4.7% | -4.3% |
| 3M | +7.1% | +2.4% | +4.8% | +5.3% |
| 6M | +20.1% | +12.0% | +8.1% | +12.0% |
| YTD | +27.6% | +15.3% | +12.3% | +16.9% |
| 1Y | +34.9% | +22.6% | +12.3% | +19.1% |
| 3Y | +79.1% | +74.7% | +4.4% | +29.3% |
| 5Y | +40.9% | +66.1% | -25.3% | +3.9% |
| 10Y | +146.6% | +225.0% | -78.4% | +37.6% |
| All | +254.0% | +374.2% | -120.2% | +118.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling