+251.7%
CB vs VGT
+716.3%
-464.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.5% |
| 7D | +2.9% | +2.5% | +0.5% | +2.2% |
| 30D | +7.3% | -9.5% | +16.8% | +10.1% |
| 3M | +9.4% | -9.5% | +18.9% | +12.0% |
| 6M | +19.6% | -1.8% | +21.4% | +18.4% |
| YTD | +21.5% | +18.4% | +3.1% | +12.2% |
| 1Y | +28.0% | +18.7% | +9.3% | +18.0% |
| 3Y | +74.9% | +103.8% | -28.9% | +25.4% |
| 5Y | +108.1% | +104.4% | +3.8% | +45.7% |
| All | +251.7% | +716.3% | -464.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling