+61.2%
CSTL price history and return analytics
+135.2%
-74.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.2% |
| 7D | +0.9% | +2.9% | -2.0% | -2.5% |
| 30D | +4.9% | -2.5% | +7.4% | +8.4% |
| 3M | +9.8% | -3.3% | +13.1% | +14.4% |
| 6M | +85.2% | +1.5% | +83.7% | +81.4% |
| YTD | -11.3% | +11.4% | -22.7% | -22.1% |
| 1Y | -0.9% | +11.9% | -12.8% | -13.6% |
| 3Y | +100.8% | +73.9% | +26.9% | +1.3% |
| 5Y | -33.2% | +57.9% | -91.1% | -61.7% |
| All | +61.2% | +135.2% | -74.0% | -27.7% |
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