+26.1%
CMSA price history and return analytics
+146.0%
-119.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -1.6% | -2.0% | +0.4% | -0.9% |
| 30D | -4.1% | -1.4% | -2.7% | -3.6% |
| 3M | -6.4% | +4.7% | -11.1% | -8.0% |
| 6M | -9.4% | +11.4% | -20.7% | -12.9% |
| YTD | -7.5% | +13.1% | -20.6% | -11.6% |
| 1Y | -11.5% | +19.0% | -30.6% | -17.1% |
| 3Y | +1.1% | +73.9% | -72.9% | -18.1% |
| 5Y | -2.5% | +65.4% | -67.9% | -20.1% |
| All | +26.1% | +146.0% | -119.9% | -18.2% |
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