+35.7%
CSMD price history and return analytics
+72.7%
-37.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.5% |
| 7D | +4.8% | +2.9% | +1.9% | +1.4% |
| 30D | -1.4% | -2.5% | +1.1% | +1.8% |
| 3M | -6.3% | -3.3% | -3.0% | -2.3% |
| 6M | +1.4% | +1.5% | -0.1% | -0.1% |
| YTD | +7.1% | +11.4% | -4.3% | -5.4% |
| 1Y | +2.8% | +11.9% | -9.1% | -9.7% |
| 3Y | +46.7% | +73.9% | -27.2% | -22.8% |
| All | +35.7% | +72.7% | -37.0% | -28.2% |
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