+75.9%
CMDB price history and return analytics
+39.8%
+36.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +16.1% | +1.0% | +15.1% | +15.0% |
| 30D | +33.4% | -0.2% | +33.6% | +33.7% |
| 3M | +42.7% | +4.5% | +38.1% | +35.8% |
| 6M | +29.9% | +14.1% | +15.9% | +12.3% |
| YTD | +54.1% | +14.8% | +39.3% | +31.2% |
| 1Y | +112.7% | +21.2% | +91.5% | +64.5% |
| All | +75.9% | +39.8% | +36.0% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling