+29.2%
CB vs VEU
+13.9%
+15.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.4% |
| 7D | +0.7% | +0.5% | +0.2% | +0.9% |
| 30D | +8.2% | -2.3% | +10.5% | +7.5% |
| 3M | +6.3% | -4.4% | +10.7% | +5.0% |
| 6M | +16.2% | -2.2% | +18.3% | +15.8% |
| YTD | +19.3% | +10.9% | +8.4% | +19.2% |
| 1Y | +29.2% | +13.4% | +15.9% | +29.5% |
| All | +29.2% | +13.9% | +15.3% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling