-51.0%
CMPS price history and return analytics
+117.8%
-168.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -4.9% |
| 7D | +7.0% | -2.0% | +9.0% | +10.4% |
| 30D | +6.3% | -1.4% | +7.7% | +8.5% |
| 3M | +28.9% | +4.7% | +24.2% | +19.2% |
| 6M | +91.1% | +11.4% | +79.8% | +61.7% |
| YTD | +106.1% | +13.1% | +93.0% | +70.4% |
| 1Y | +181.6% | +19.0% | +162.6% | +114.3% |
| 3Y | +50.5% | +73.9% | -23.5% | -36.1% |
| 5Y | -58.7% | +65.4% | -124.1% | -80.5% |
| All | -51.0% | +117.8% | -168.8% | -84.7% |
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