+285.3%
CMBT price history and return analytics
+222.0%
+63.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.7% |
| 7D | -9.7% | -2.3% | -7.4% | -8.0% |
| 30D | -16.6% | -5.0% | -11.7% | -13.1% |
| 3M | +1.3% | -4.9% | +6.2% | +5.5% |
| 6M | +17.3% | -1.5% | +18.9% | +18.1% |
| YTD | +82.0% | +8.5% | +73.5% | +69.0% |
| 1Y | +89.8% | +11.4% | +78.5% | +72.4% |
| 3Y | +39.0% | +70.1% | -31.0% | -12.0% |
| 5Y | +202.4% | +53.7% | +148.6% | +106.6% |
| 10Y | +430.0% | +220.0% | +210.0% | +73.5% |
| All | +285.3% | +222.0% | +63.2% | +26.9% |
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