+251.7%
CB vs VEU
+149.9%
+101.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +2.9% | +2.1% | +0.8% | +1.5% |
| 30D | +7.3% | -0.9% | +8.2% | +7.7% |
| 3M | +9.4% | -5.4% | +14.8% | +12.9% |
| 6M | +19.6% | -1.8% | +21.4% | +19.3% |
| YTD | +21.5% | +10.9% | +10.5% | +10.0% |
| 1Y | +28.0% | +13.6% | +14.4% | +13.8% |
| 3Y | +74.9% | +69.3% | +5.6% | +11.9% |
| 5Y | +108.1% | +48.1% | +60.0% | +48.1% |
| All | +251.7% | +149.9% | +101.8% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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