+25.4%
CBUS price history and return analytics
+23.4%
+2.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | -0.9% |
| 7D | -5.4% | +0.1% | -5.5% | -5.6% |
| 30D | -17.7% | +0.8% | -18.5% | -19.2% |
| 3M | +13.7% | +2.8% | +10.9% | +6.7% |
| 6M | -55.2% | +13.0% | -68.2% | -66.7% |
| YTD | -9.2% | +15.4% | -24.6% | -36.4% |
| All | +25.4% | +23.4% | +2.0% | -21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling