+883.2%
CB vs VEU
+168.5%
+714.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +0.2% | -1.6% | +1.9% | +1.4% |
| 30D | +9.1% | -4.3% | +13.4% | +12.4% |
| 3M | +3.4% | -5.8% | +9.3% | +7.6% |
| 6M | +14.1% | -4.4% | +18.5% | +16.0% |
| YTD | +18.0% | +8.7% | +9.4% | +8.1% |
| 1Y | +30.1% | +12.6% | +17.5% | +15.9% |
| 3Y | +71.8% | +65.2% | +6.5% | +12.2% |
| 5Y | +101.8% | +45.5% | +56.3% | +43.6% |
| 10Y | +252.1% | +142.7% | +109.4% | +68.2% |
| All | +883.2% | +168.5% | +714.7% | +285.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling