-0.5%
CBSH price history and return analytics
+53.4%
-53.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | 0.0% | -2.3% | +2.3% | +1.6% |
| 30D | +2.1% | -5.0% | +7.1% | +5.9% |
| 3M | -6.5% | -4.9% | -1.6% | -3.2% |
| 6M | +5.8% | -1.5% | +7.4% | +6.2% |
| YTD | +6.8% | +8.5% | -1.7% | -1.3% |
| 1Y | +10.0% | +11.4% | -1.4% | -0.6% |
| 3Y | +46.1% | +70.1% | -23.9% | -7.2% |
| All | -0.5% | +53.4% | -53.9% | -30.6% |
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 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