+169.1%
CMC price history and return analytics
+357.6%
-188.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.4% |
| 7D | -2.3% | +0.4% | -2.6% | -2.7% |
| 30D | +1.1% | -2.6% | +3.7% | +5.0% |
| 3M | -14.1% | -3.2% | -10.8% | -9.8% |
| 6M | -8.7% | +0.9% | -9.6% | -9.9% |
| YTD | -5.9% | +11.3% | -17.2% | -19.2% |
| 1Y | +10.9% | +14.0% | -3.1% | -7.9% |
| 3Y | +48.5% | +75.8% | -27.4% | -33.2% |
| 5Y | +100.4% | +57.8% | +42.6% | +5.5% |
| 10Y | +278.2% | +219.8% | +58.4% | -25.7% |
| All | +169.1% | +357.6% | -188.5% | -67.9% |
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