+628.5%
CUBE price history and return analytics
+356.5%
+272.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -0.2% | +2.4% | -2.6% | -2.6% |
| 30D | +19.1% | -1.5% | +20.6% | +20.5% |
| 3M | +9.1% | -4.1% | +13.2% | +13.3% |
| 6M | +15.7% | +0.6% | +15.2% | +13.8% |
| YTD | +31.9% | +11.0% | +20.8% | +17.0% |
| 1Y | +29.7% | +13.3% | +16.4% | +12.6% |
| 3Y | +44.3% | +73.4% | -29.1% | -20.0% |
| 5Y | +3.8% | +57.4% | -53.6% | -37.0% |
| 10Y | +168.8% | +221.7% | -52.9% | -31.7% |
| All | +628.5% | +356.5% | +272.0% | +13.4% |
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