+201.8%
CSBR price history and return analytics
+226.9%
-25.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +2.5% |
| 7D | -3.4% | -2.0% | -1.4% | -1.7% |
| 30D | +2.2% | -1.4% | +3.6% | +3.5% |
| 3M | -10.8% | +4.7% | -15.6% | -14.9% |
| 6M | -13.6% | +11.4% | -24.9% | -22.2% |
| YTD | -26.2% | +13.1% | -39.2% | -34.5% |
| 1Y | -20.8% | +19.0% | -39.8% | -33.1% |
| 3Y | -19.7% | +73.9% | -93.6% | -53.1% |
| 5Y | -49.0% | +65.4% | -114.4% | -69.5% |
| All | +201.8% | +226.9% | -25.1% | -19.2% |
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 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