+317.6%
CB vs VTEB
+26.7%
+290.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -1.9% |
| 7D | +0.5% | -0.8% | +1.3% | +1.0% |
| 30D | -3.1% | -1.3% | -1.8% | -2.3% |
| 3M | +9.0% | -2.1% | +11.1% | +10.4% |
| 6M | +2.9% | -1.7% | +4.5% | +3.9% |
| YTD | +10.1% | -0.6% | +10.7% | +10.4% |
| 1Y | +22.8% | +3.1% | +19.7% | +20.3% |
| 3Y | +73.8% | +9.2% | +64.6% | +63.6% |
| 5Y | +99.2% | +2.2% | +97.0% | +97.1% |
| 10Y | +218.2% | +18.8% | +199.4% | +241.8% |
| All | +317.6% | +26.7% | +290.9% | +402.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling