+22.9%
CMSD price history and return analytics
+149.8%
-126.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +0.2% | -3.1% | +3.3% | +1.3% |
| 3M | -5.8% | -3.5% | -2.3% | -4.6% |
| 6M | -11.8% | +0.5% | -12.3% | -12.2% |
| YTD | -9.0% | +10.8% | -19.8% | -12.7% |
| 1Y | -11.4% | +11.9% | -23.3% | -15.4% |
| 3Y | +3.7% | +73.0% | -69.3% | -17.5% |
| 5Y | -1.2% | +58.6% | -59.8% | -18.9% |
| All | +22.9% | +149.8% | -126.9% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling