+103.2%
CB vs VEU
+45.1%
+58.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +0.2% | -1.6% | +1.9% | +0.7% |
| 30D | +9.1% | -4.3% | +13.4% | +10.5% |
| 3M | +3.4% | -5.8% | +9.3% | +5.2% |
| 6M | +14.1% | -4.4% | +18.5% | +14.9% |
| YTD | +18.0% | +8.7% | +9.4% | +12.0% |
| 1Y | +30.1% | +12.6% | +17.5% | +21.4% |
| 3Y | +71.8% | +65.2% | +6.5% | +30.0% |
| All | +103.2% | +45.1% | +58.1% | +72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling