+860.6%
CB vs VCIT
+98.3%
+762.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -3.1% | -0.8% | -2.3% | -3.0% |
| 3M | +9.0% | -1.0% | +10.0% | +9.1% |
| 6M | +2.9% | -1.8% | +4.7% | +3.1% |
| YTD | +10.1% | -0.7% | +10.8% | +10.2% |
| 1Y | +22.8% | +1.0% | +21.8% | +22.5% |
| 3Y | +73.8% | +18.8% | +54.9% | +69.7% |
| 5Y | +99.2% | +3.5% | +95.7% | +95.6% |
| 10Y | +218.2% | +29.2% | +189.0% | +228.2% |
| All | +860.6% | +98.3% | +762.3% | +1,263.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling