-92.0%
CUE price history and return analytics
+153.6%
-245.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.9% | -7.3% | -6.9% |
| 7D | +1.2% | -2.0% | +3.2% | +4.3% |
| 30D | -0.8% | -1.4% | +0.6% | +1.5% |
| 3M | +0.5% | +4.7% | -4.2% | -4.9% |
| 6M | +201.1% | +11.4% | +189.7% | +166.9% |
| YTD | +206.0% | +13.1% | +193.0% | +165.9% |
| 1Y | +22.5% | +19.0% | +3.5% | -0.5% |
| 3Y | -64.5% | +73.9% | -138.5% | -82.6% |
| 5Y | -92.2% | +65.4% | -157.5% | -95.8% |
| All | -92.0% | +153.6% | -245.5% | -97.4% |
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 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