+6,548.9%
CB vs VTRS
+189.2%
+6,359.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.1% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -3.9% | +1.9% | -5.8% | -4.3% |
| 3M | +4.9% | +5.1% | -0.1% | +3.6% |
| 6M | +3.3% | +20.1% | -16.8% | -1.1% |
| YTD | +8.5% | +36.6% | -28.0% | +0.8% |
| 1Y | +22.1% | +64.1% | -42.0% | +8.8% |
| 3Y | +70.1% | +86.4% | -16.2% | +44.2% |
| 5Y | +97.4% | +40.9% | +56.5% | +73.9% |
| 10Y | +216.8% | -48.7% | +265.6% | +222.6% |
| All | +6,548.9% | +189.2% | +6,359.7% | +4,158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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