+269.0%
CIVB price history and return analytics
+357.6%
-88.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.3% |
| 30D | +9.6% | -2.6% | +12.2% | +11.2% |
| 3M | +2.2% | -3.2% | +5.4% | +4.0% |
| 6M | +16.6% | +0.9% | +15.6% | +15.3% |
| YTD | +33.0% | +11.3% | +21.7% | +24.2% |
| 1Y | +35.2% | +14.0% | +21.2% | +24.4% |
| 3Y | +117.9% | +75.8% | +42.0% | +56.6% |
| 5Y | +33.2% | +57.8% | -24.6% | +1.0% |
| 10Y | +150.5% | +219.8% | -69.3% | +41.7% |
| All | +269.0% | +357.6% | -88.6% | +132.3% |
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 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