+73.9%
CMDB price history and return analytics
+38.9%
+35.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +9.2% | -0.1% | +9.3% | +9.4% |
| 30D | +34.2% | -0.7% | +34.8% | +35.0% |
| 3M | +40.8% | +4.0% | +36.8% | +34.6% |
| 6M | +34.1% | +12.3% | +21.8% | +18.0% |
| YTD | +52.4% | +14.0% | +38.3% | +30.6% |
| 1Y | +100.9% | +20.3% | +80.6% | +56.5% |
| All | +73.9% | +38.9% | +35.0% | +0.5% |
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