+97.4%
CB vs VEU
+56.3%
+41.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | -0.6% | +1.7% | -2.3% | -1.1% |
| 30D | -3.9% | +1.0% | -4.9% | -4.2% |
| 3M | +4.9% | +5.6% | -0.7% | +2.6% |
| 6M | +3.3% | +13.7% | -10.4% | -2.6% |
| YTD | +8.5% | +17.7% | -9.2% | +0.5% |
| 1Y | +22.1% | +25.8% | -3.7% | +9.3% |
| 3Y | +70.1% | +77.1% | -7.0% | +26.1% |
| 5Y | +97.4% | +57.1% | +40.2% | +58.7% |
| All | +97.4% | +56.3% | +41.1% | +58.7% |
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