+84.9%
CB vs VLTO
+54.1%
+30.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +2.6% | +12.0% | -9.4% | +0.4% |
| 30D | +11.2% | +20.8% | -9.6% | +7.3% |
| 3M | +5.7% | +20.1% | -14.4% | +2.1% |
| 6M | +15.9% | +32.6% | -16.7% | +10.1% |
| YTD | +20.2% | +17.3% | +2.8% | +16.3% |
| 1Y | +32.4% | +17.3% | +15.1% | +28.1% |
| 3Y | +75.5% | +66.9% | +8.6% | +68.6% |
| All | +84.9% | +54.1% | +30.8% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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