+57.5%
CURB price history and return analytics
+38.4%
+19.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +0.3% | +1.0% | -0.7% | -0.2% |
| 30D | +0.2% | -0.2% | +0.4% | +0.3% |
| 3M | +2.2% | +4.5% | -2.4% | -0.5% |
| 6M | +9.7% | +14.1% | -4.3% | +1.2% |
| YTD | +29.4% | +14.8% | +14.7% | +18.5% |
| 1Y | +35.1% | +21.2% | +13.9% | +18.8% |
| All | +57.5% | +38.4% | +19.1% | +27.3% |
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