+268.6%
CSTM price history and return analytics
+222.7%
+45.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.2% |
| 7D | +2.3% | -0.1% | +2.4% | +2.5% |
| 30D | -7.4% | -0.7% | -6.7% | -6.3% |
| 3M | -20.0% | +4.0% | -24.0% | -25.8% |
| 6M | +8.0% | +12.3% | -4.3% | -12.8% |
| YTD | +44.3% | +14.0% | +30.3% | +13.3% |
| 1Y | +98.1% | +20.3% | +77.8% | +40.5% |
| 3Y | +55.4% | +75.4% | -20.0% | -46.2% |
| 5Y | +34.0% | +66.0% | -32.0% | -47.5% |
| 10Y | +268.6% | +228.2% | +40.4% | -57.0% |
| All | +268.6% | +222.7% | +45.9% | -57.0% |
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 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