+220.7%
CSD price history and return analytics
+214.8%
+5.9%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.8% | +0.2% |
| 7D | -4.1% | -4.2% | +0.1% | +1.1% |
| 30D | -5.8% | -5.8% | 0.0% | +1.4% |
| 3M | -10.0% | -5.2% | -4.8% | -3.8% |
| 6M | -6.9% | +0.1% | -7.0% | -7.0% |
| YTD | +23.7% | +8.2% | +15.4% | +12.6% |
| 1Y | +27.8% | +10.1% | +17.6% | +14.1% |
| 3Y | +120.7% | +69.7% | +51.1% | +17.8% |
| 5Y | +95.0% | +53.4% | +41.6% | +18.2% |
| All | +220.7% | +214.8% | +5.9% | -9.6% |
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