+138.1%
CMS price history and return analytics
+217.6%
-79.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | +7.4% | -3.1% | +10.5% | +8.7% |
| 3M | +1.9% | -3.5% | +5.4% | +3.3% |
| 6M | -2.3% | +0.5% | -2.8% | -3.0% |
| YTD | +3.0% | +10.8% | -7.8% | -2.5% |
| 1Y | -2.8% | +11.9% | -14.7% | -8.4% |
| 3Y | +37.9% | +73.0% | -35.1% | +3.4% |
| 5Y | +34.0% | +58.6% | -24.7% | +3.8% |
| 10Y | +138.1% | +219.2% | -81.1% | +19.6% |
| All | +138.1% | +217.6% | -79.5% | +19.6% |
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