-76.2%
CMRC price history and return analytics
+76.6%
-152.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.3% |
| 7D | +8.5% | +1.0% | +7.5% | +7.1% |
| 30D | +15.3% | -0.2% | +15.6% | +15.7% |
| 3M | -7.6% | +4.5% | -12.1% | -13.6% |
| 6M | -15.0% | +14.1% | -29.0% | -31.5% |
| YTD | -37.9% | +14.8% | -52.6% | -50.4% |
| 1Y | -45.1% | +21.2% | -66.3% | -59.7% |
| 3Y | -76.2% | +76.6% | -152.8% | -92.0% |
| All | -76.2% | +76.6% | -152.8% | -92.0% |
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