-51.3%
CSBR price history and return analytics
+66.8%
-118.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +1.0% | +1.0% | 0.0% | +0.6% |
| 30D | -2.7% | -0.2% | -2.5% | -2.6% |
| 3M | -10.5% | +4.5% | -15.0% | -12.2% |
| 6M | -14.0% | +14.1% | -28.0% | -18.6% |
| YTD | -26.9% | +14.8% | -41.7% | -31.0% |
| 1Y | -25.7% | +21.2% | -46.9% | -31.4% |
| 3Y | -20.5% | +76.6% | -97.0% | -34.3% |
| All | -51.3% | +66.8% | -118.1% | -59.7% |
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