+401.6%
CMBT price history and return analytics
+221.4%
+180.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | +5.3% | +1.0% | +4.2% | +4.4% |
| 30D | +18.0% | -0.2% | +18.3% | +18.3% |
| 3M | +33.4% | +4.5% | +28.9% | +28.5% |
| 6M | +55.4% | +14.1% | +41.3% | +39.2% |
| YTD | +110.4% | +14.8% | +95.7% | +87.8% |
| 1Y | +114.9% | +21.2% | +93.7% | +83.2% |
| 3Y | +85.2% | +76.6% | +8.7% | +16.1% |
| 5Y | +306.3% | +66.6% | +239.7% | +165.0% |
| 10Y | +401.6% | +222.3% | +179.3% | +59.1% |
| All | +401.6% | +221.4% | +180.1% | +59.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling