+72.8%
CSR price history and return analytics
+363.9%
-291.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +2.8% |
| 7D | +5.5% | -0.3% | +5.8% | +5.7% |
| 30D | +8.0% | -1.4% | +9.4% | +9.1% |
| 3M | +10.7% | -1.4% | +12.0% | +11.6% |
| 6M | -11.0% | +5.5% | -16.4% | -14.9% |
| YTD | -7.0% | +12.8% | -19.8% | -15.7% |
| 1Y | +4.0% | +15.4% | -11.4% | -7.4% |
| 3Y | +36.1% | +76.9% | -40.8% | -12.4% |
| 5Y | -22.4% | +60.4% | -82.8% | -46.6% |
| 10Y | +60.3% | +232.8% | -172.5% | -36.4% |
| All | +72.8% | +363.9% | -291.1% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling