+69.2%
CB vs VTEB
+9.0%
+60.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | -3.1% | -2.1% | -1.0% | -2.5% |
| 3M | +4.2% | -2.7% | +6.8% | +5.0% |
| 6M | +4.7% | -2.1% | +6.8% | +5.3% |
| YTD | +8.8% | -1.1% | +9.9% | +9.1% |
| 1Y | +22.6% | +1.3% | +21.3% | +21.8% |
| All | +69.2% | +9.0% | +60.3% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling