+160.9%
CMTV price history and return analytics
+65.7%
+95.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | +1.3% | -1.1% | +2.4% | +1.4% |
| 30D | +2.2% | -1.0% | +3.2% | +2.3% |
| 3M | +0.5% | +3.2% | -2.7% | +0.3% |
| 6M | +10.6% | +12.5% | -1.9% | +9.5% |
| YTD | +67.5% | +14.1% | +53.4% | +65.5% |
| 1Y | +90.7% | +18.9% | +71.8% | +87.5% |
| 3Y | +178.8% | +74.1% | +104.7% | +158.2% |
| All | +160.9% | +65.7% | +95.3% | +142.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling