+20.4%
CB vs VTEB
0.0%
+20.4%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | 0.0% |
| 7D | -2.8% | -1.2% | -1.5% | -3.3% |
| 30D | -2.4% | -2.9% | +0.4% | -3.5% |
| 3M | +2.8% | -3.2% | +5.9% | +1.6% |
| 6M | +4.8% | -2.6% | +7.4% | +3.2% |
| YTD | +9.2% | -1.8% | +11.0% | +10.2% |
| All | +20.4% | 0.0% | +20.4% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling