-8.3%
CUBE price history and return analytics
+63.7%
-72.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.1% |
| 7D | -1.7% | -2.0% | +0.3% | -0.2% |
| 30D | -4.3% | -1.4% | -2.9% | -3.3% |
| 3M | -5.0% | +4.7% | -9.7% | -8.6% |
| 6M | +0.5% | +11.4% | -10.8% | -8.0% |
| YTD | +13.1% | +13.1% | +0.1% | +2.2% |
| 1Y | +1.5% | +19.0% | -17.6% | -12.1% |
| 3Y | +11.9% | +73.9% | -62.0% | -30.0% |
| 5Y | -8.3% | +65.4% | -73.7% | -42.9% |
| All | -8.3% | +63.7% | -72.0% | -42.9% |
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