+280.3%
CSTM price history and return analytics
+224.7%
+55.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +0.2% |
| 7D | +1.3% | -0.7% | +2.0% | +2.9% |
| 30D | -9.8% | -1.7% | -8.0% | -6.4% |
| 3M | -23.1% | -2.3% | -20.8% | -19.4% |
| 6M | -32.7% | +1.5% | -34.2% | -34.2% |
| YTD | +22.1% | +12.0% | +10.0% | -0.7% |
| 1Y | +42.5% | +12.9% | +29.6% | +14.4% |
| 3Y | +31.0% | +74.9% | -44.0% | -54.6% |
| 5Y | +18.7% | +59.9% | -41.2% | -49.5% |
| All | +280.3% | +224.7% | +55.7% | -51.8% |
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