+101.0%
CB vs VTEB
+0.8%
+100.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -2.8% | -1.2% | -1.5% | -2.5% |
| 30D | -2.4% | -2.9% | +0.4% | -1.9% |
| 3M | +2.8% | -3.2% | +5.9% | +3.4% |
| 6M | +4.8% | -2.6% | +7.4% | +5.2% |
| YTD | +9.2% | -1.8% | +11.0% | +9.5% |
| 1Y | +22.8% | +0.2% | +22.6% | +22.6% |
| 3Y | +71.1% | +8.2% | +62.9% | +69.6% |
| 5Y | +101.0% | +0.8% | +100.2% | +86.0% |
| All | +101.0% | +0.8% | +100.2% | +86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling