+246.7%
CB vs VEU
+144.2%
+102.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +2.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.3% |
| 30D | +8.2% | -2.3% | +10.5% | +9.6% |
| 3M | +6.3% | -4.4% | +10.7% | +9.0% |
| 6M | +16.2% | -2.2% | +18.3% | +16.2% |
| YTD | +19.3% | +10.9% | +8.4% | +8.1% |
| 1Y | +29.2% | +13.4% | +15.9% | +15.1% |
| 3Y | +71.4% | +69.7% | +1.7% | +9.5% |
| 5Y | +104.2% | +50.0% | +54.3% | +43.7% |
| 10Y | +246.7% | +145.8% | +100.9% | +72.8% |
| All | +246.7% | +144.2% | +102.5% | +72.8% |
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