+7,343.6%
CB vs VTRS
+262.5%
+7,081.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.9% |
| 7D | +2.9% | +4.6% | -1.6% | +2.0% |
| 30D | +7.3% | +19.4% | -12.1% | +3.3% |
| 3M | +9.4% | +30.8% | -21.4% | +3.3% |
| 6M | +19.6% | +21.6% | -2.0% | +14.4% |
| YTD | +21.5% | +71.2% | -49.7% | +7.6% |
| 1Y | +28.0% | +97.6% | -69.6% | +9.9% |
| 3Y | +74.9% | +163.9% | -89.0% | +37.7% |
| 5Y | +108.1% | +82.1% | +26.0% | +73.8% |
| 10Y | +251.8% | -31.3% | +283.1% | +237.6% |
| All | +7,343.6% | +262.5% | +7,081.1% | +4,441.6% |
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