+817.3%
CB vs VEU
+192.1%
+625.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.3% |
| 7D | +0.5% | +1.1% | -0.7% | -0.3% |
| 30D | -3.1% | +2.2% | -5.3% | -4.7% |
| 3M | +9.0% | +3.0% | +6.0% | +5.6% |
| 6M | +2.9% | +10.9% | -8.0% | -6.3% |
| YTD | +10.1% | +18.2% | -8.1% | -4.8% |
| 1Y | +22.8% | +28.3% | -5.5% | -0.4% |
| 3Y | +73.8% | +74.6% | -0.8% | +9.5% |
| 5Y | +99.2% | +56.4% | +42.8% | +35.0% |
| 10Y | +218.2% | +153.0% | +65.2% | +48.1% |
| All | +817.3% | +192.1% | +625.2% | +239.3% |
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