+37.4%
CSMD price history and return analytics
+72.6%
-35.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +1.0% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | -1.2% | -2.6% | +1.4% | +2.1% |
| 3M | -4.6% | -3.2% | -1.3% | -0.6% |
| 6M | +2.0% | +0.9% | +1.1% | +1.2% |
| YTD | +8.4% | +11.3% | -2.9% | -4.2% |
| 1Y | +5.8% | +14.0% | -8.2% | -9.0% |
| 3Y | +50.0% | +75.8% | -25.8% | -22.0% |
| All | +37.4% | +72.6% | -35.2% | -27.3% |
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