-75.9%
CSTE price history and return analytics
+66.2%
-142.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.8% |
| 7D | +1.3% | +1.0% | +0.3% | +0.4% |
| 30D | +34.8% | -0.2% | +35.0% | +35.0% |
| 3M | +79.2% | +4.5% | +74.6% | +72.3% |
| 6M | +287.5% | +14.1% | +273.4% | +246.1% |
| YTD | +66.7% | +14.8% | +51.9% | +48.4% |
| 1Y | +123.0% | +21.2% | +101.8% | +90.5% |
| 3Y | -27.9% | +76.6% | -104.5% | -55.1% |
| 5Y | -75.9% | +66.6% | -142.5% | -84.0% |
| All | -75.9% | +66.2% | -142.1% | -84.0% |
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