+199.6%
CMBT price history and return analytics
+53.4%
+146.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -9.7% | -2.3% | -7.4% | -8.3% |
| 30D | -16.6% | -5.0% | -11.7% | -13.7% |
| 3M | +1.3% | -4.9% | +6.2% | +4.7% |
| 6M | +17.3% | -1.5% | +18.9% | +18.0% |
| YTD | +82.0% | +8.5% | +73.5% | +71.1% |
| 1Y | +89.8% | +11.4% | +78.5% | +75.2% |
| 3Y | +39.0% | +70.1% | -31.0% | -3.8% |
| All | +199.6% | +53.4% | +146.2% | +125.9% |
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 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