-99.5%
CSAI price history and return analytics
+34.9%
-134.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +1.3% |
| 7D | -7.8% | -0.1% | -7.7% | -7.6% |
| 30D | -13.2% | -0.7% | -12.6% | -11.9% |
| 3M | -53.0% | +4.0% | -57.0% | -57.2% |
| 6M | -76.2% | +12.3% | -88.5% | -82.1% |
| YTD | -80.7% | +14.0% | -94.8% | -86.2% |
| 1Y | -88.3% | +20.3% | -108.6% | -92.6% |
| All | -99.5% | +34.9% | -134.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling