+243.7%
CMC price history and return analytics
+221.8%
+21.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | -0.2% | +2.4% | -2.6% | -3.4% |
| 30D | -4.5% | -1.5% | -3.0% | -2.5% |
| 3M | -13.6% | -4.1% | -9.5% | -8.3% |
| 6M | -11.1% | +0.6% | -11.6% | -11.8% |
| YTD | -9.2% | +11.0% | -20.2% | -21.2% |
| 1Y | +5.6% | +13.3% | -7.7% | -10.8% |
| 3Y | +44.7% | +73.4% | -28.7% | -31.0% |
| 5Y | +93.9% | +57.4% | +36.5% | +6.6% |
| All | +243.7% | +221.8% | +21.9% | -38.1% |
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 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