-87.9%
CMTG price history and return analytics
+64.7%
-152.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.4% |
| 7D | +4.8% | +1.0% | +3.8% | +3.8% |
| 30D | -20.6% | -0.2% | -20.4% | -20.3% |
| 3M | -34.2% | +4.5% | -38.7% | -37.2% |
| 6M | -41.2% | +14.1% | -55.3% | -48.7% |
| YTD | -49.7% | +14.8% | -64.4% | -56.3% |
| 1Y | -59.9% | +21.2% | -81.1% | -67.0% |
| 3Y | -85.0% | +76.6% | -161.6% | -91.1% |
| All | -87.9% | +64.7% | -152.6% | -93.2% |
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 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