+142.8%
CSBR price history and return analytics
+221.8%
-79.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | -1.7% | +2.4% | -4.0% | -3.7% |
| 30D | -2.1% | -1.5% | -0.6% | -0.9% |
| 3M | -7.3% | -4.1% | -3.2% | -4.0% |
| 6M | -21.8% | +0.6% | -22.3% | -22.7% |
| YTD | -31.8% | +11.0% | -42.9% | -38.6% |
| 1Y | -31.7% | +13.3% | -45.1% | -39.7% |
| 3Y | -13.9% | +73.4% | -87.3% | -49.5% |
| 5Y | -52.3% | +57.4% | -109.8% | -69.8% |
| All | +142.8% | +221.8% | -79.0% | -26.8% |
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 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