+102.0%
CBSE price history and return analytics
+96.6%
+5.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -0.5% |
| 7D | -11.5% | -4.2% | -7.4% | -6.6% |
| 30D | -17.4% | -5.8% | -11.6% | -10.8% |
| 3M | -15.9% | -5.2% | -10.6% | -9.8% |
| 6M | -16.3% | +0.1% | -16.5% | -16.0% |
| YTD | +1.6% | +8.2% | -6.6% | -7.2% |
| 1Y | +0.7% | +10.1% | -9.5% | -10.0% |
| 3Y | +85.3% | +69.7% | +15.6% | -1.0% |
| 5Y | +34.5% | +53.4% | -18.9% | -17.1% |
| All | +102.0% | +96.6% | +5.4% | -4.9% |
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