-58.7%
CMP price history and return analytics
+214.8%
-273.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +2.6% |
| 7D | -1.0% | -4.2% | +3.2% | +4.2% |
| 30D | 0.0% | -5.8% | +5.8% | +7.6% |
| 3M | -24.4% | -5.2% | -19.1% | -19.1% |
| 6M | -14.2% | +0.1% | -14.3% | -14.3% |
| YTD | +15.6% | +8.2% | +7.4% | +5.8% |
| 1Y | +32.8% | +10.1% | +22.7% | +19.3% |
| 3Y | -7.5% | +69.7% | -77.2% | -51.6% |
| 5Y | -67.3% | +53.4% | -120.7% | -80.5% |
| All | -58.7% | +214.8% | -273.5% | -88.4% |
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