+70.1%
CB vs VGT
+126.0%
-55.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.5% |
| 7D | -0.6% | +1.8% | -2.5% | -0.5% |
| 30D | -3.9% | -0.3% | -3.6% | -3.9% |
| 3M | +4.9% | +3.4% | +1.5% | +5.4% |
| 6M | +3.3% | +35.0% | -31.7% | +3.8% |
| YTD | +8.5% | +28.8% | -20.2% | +9.1% |
| 1Y | +22.1% | +38.0% | -15.9% | +22.2% |
| 3Y | +70.1% | +125.8% | -55.7% | +57.3% |
| All | +70.1% | +126.0% | -55.9% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling