-86.5%
CSTE price history and return analytics
+346.1%
-432.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.5% | -10.6% | -10.6% |
| 7D | -20.5% | -0.1% | -20.3% | -19.3% |
| 30D | -52.3% | -3.1% | -49.2% | -49.9% |
| 3M | -46.7% | -3.5% | -43.2% | -43.9% |
| 6M | -1.4% | +0.5% | -1.9% | -0.2% |
| YTD | -26.9% | +10.8% | -37.7% | -32.5% |
| 1Y | +40.2% | +11.9% | +28.3% | +28.5% |
| 3Y | -67.3% | +73.0% | -140.3% | -80.7% |
| 5Y | -89.3% | +58.6% | -147.9% | -93.1% |
| 10Y | -94.8% | +219.2% | -314.0% | -98.5% |
| All | -86.5% | +346.1% | -432.6% | -96.8% |
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 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