+251.7%
CB vs VCIT
+31.0%
+220.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +2.9% | -1.4% | +4.4% | +3.5% |
| 30D | +7.3% | +0.6% | +6.7% | +7.1% |
| 3M | +9.4% | -2.2% | +11.6% | +10.3% |
| 6M | +19.6% | -2.3% | +22.0% | +20.6% |
| YTD | +21.5% | -2.2% | +23.7% | +22.4% |
| 1Y | +28.0% | -1.4% | +29.4% | +28.5% |
| 3Y | +74.9% | +18.7% | +56.1% | +64.1% |
| 5Y | +108.1% | +3.6% | +104.6% | +105.8% |
| All | +251.7% | +31.0% | +220.6% | +272.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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