-57.3%
CMP price history and return analytics
+231.8%
-289.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | -0.5% |
| 7D | +1.4% | -0.3% | +1.7% | +1.7% |
| 30D | +2.6% | -1.4% | +4.1% | +4.5% |
| 3M | -22.0% | -1.4% | -20.6% | -20.5% |
| 6M | -8.6% | +5.5% | -14.1% | -14.3% |
| YTD | +18.4% | +12.8% | +5.6% | +3.1% |
| 1Y | +37.6% | +15.4% | +22.1% | +16.7% |
| 3Y | -5.3% | +76.9% | -82.1% | -52.8% |
| 5Y | -65.5% | +60.4% | -125.9% | -80.5% |
| 10Y | -57.3% | +232.8% | -290.1% | -88.5% |
| All | -57.3% | +231.8% | -289.1% | -88.5% |
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