+26.6%
CMSD price history and return analytics
+158.7%
-132.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -0.5% | +1.0% | -1.5% | -0.9% |
| 30D | -3.6% | -0.2% | -3.3% | -3.5% |
| 3M | -6.1% | +4.5% | -10.7% | -7.7% |
| 6M | -7.9% | +14.1% | -21.9% | -12.5% |
| YTD | -6.3% | +14.8% | -21.0% | -11.2% |
| 1Y | -9.6% | +21.2% | -30.8% | -16.3% |
| 3Y | +4.3% | +76.6% | -72.2% | -17.5% |
| 5Y | +3.4% | +66.6% | -63.2% | -16.8% |
| All | +26.6% | +158.7% | -132.2% | -22.5% |
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