-96.0%
CSTE price history and return analytics
+221.8%
-317.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.3% | -0.3% | -18.0% | -18.0% |
| 7D | -15.7% | +2.4% | -18.1% | -17.3% |
| 30D | -60.4% | -1.5% | -58.9% | -59.2% |
| 3M | -64.9% | -4.1% | -60.8% | -63.0% |
| 6M | -28.2% | +0.6% | -28.7% | -27.5% |
| YTD | -42.5% | +11.0% | -53.5% | -46.6% |
| 1Y | +8.1% | +13.3% | -5.3% | -1.3% |
| 3Y | -73.6% | +73.4% | -147.0% | -83.6% |
| 5Y | -91.2% | +57.4% | -148.6% | -94.0% |
| All | -96.0% | +221.8% | -317.7% | -98.8% |
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