+279.1%
CMC price history and return analytics
+217.6%
+61.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | -3.2% | -0.1% | -3.1% | -3.0% |
| 30D | +0.9% | -3.1% | +3.9% | +5.3% |
| 3M | -12.0% | -3.5% | -8.5% | -7.4% |
| 6M | -8.9% | +0.5% | -9.4% | -9.4% |
| YTD | -6.1% | +10.8% | -16.9% | -18.2% |
| 1Y | +8.9% | +11.9% | -3.0% | -6.4% |
| 3Y | +47.8% | +73.0% | -25.2% | -29.2% |
| 5Y | +104.8% | +58.6% | +46.2% | +11.4% |
| 10Y | +279.1% | +219.2% | +59.9% | -28.3% |
| All | +279.1% | +217.6% | +61.4% | -28.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling