+8.1%
CSTE price history and return analytics
+11.9%
-3.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.3% | -0.3% | -18.0% | -17.8% |
| 7D | -15.7% | +2.4% | -18.1% | -18.8% |
| 30D | -60.4% | -1.5% | -58.9% | -58.3% |
| 3M | -64.9% | -4.1% | -60.8% | -61.8% |
| 6M | -28.2% | +0.6% | -28.7% | -27.3% |
| YTD | -42.5% | +11.0% | -53.5% | -48.9% |
| 1Y | +8.1% | +13.3% | -5.3% | -10.9% |
| All | +8.1% | +11.9% | -3.8% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling