-99.6%
CSAI price history and return analytics
+34.9%
-134.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.9% | -11.9% | -13.0% |
| 7D | -17.3% | -1.1% | -16.2% | -15.3% |
| 30D | -21.8% | -1.0% | -20.8% | -20.1% |
| 3M | -61.8% | +3.2% | -64.9% | -64.5% |
| 6M | -78.6% | +12.5% | -91.1% | -84.0% |
| YTD | -83.2% | +14.1% | -97.2% | -88.0% |
| 1Y | -91.5% | +18.9% | -110.4% | -94.4% |
| All | -99.6% | +34.9% | -134.5% | -99.6% |
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