+1,841.2%
CMG price history and return analytics
+356.5%
+1,484.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +2.5% | +2.4% | +0.1% | +0.6% |
| 30D | +15.6% | -1.5% | +17.1% | +16.9% |
| 3M | +8.2% | -4.1% | +12.3% | +11.6% |
| 6M | +9.9% | +0.6% | +9.3% | +8.4% |
| YTD | -4.6% | +11.0% | -15.7% | -13.2% |
| 1Y | +12.4% | +13.3% | -0.9% | +0.7% |
| 3Y | -18.0% | +73.4% | -91.4% | -47.8% |
| 5Y | -5.3% | +57.4% | -62.7% | -34.3% |
| 10Y | +344.2% | +221.7% | +122.5% | +81.5% |
| All | +1,841.2% | +356.5% | +1,484.7% | +588.0% |
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 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