+247.9%
CB vs VTV
+229.4%
+18.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | 0.0% | +2.3% | -2.3% | -2.2% |
| 30D | +7.4% | +3.8% | +3.6% | +3.6% |
| 3M | +8.6% | +1.7% | +6.9% | +6.8% |
| 6M | +16.1% | +10.9% | +5.3% | +4.8% |
| YTD | +20.2% | +21.7% | -1.5% | -1.2% |
| 1Y | +27.2% | +23.4% | +3.8% | +3.0% |
| 3Y | +72.7% | +78.0% | -5.3% | -4.3% |
| 5Y | +105.9% | +77.4% | +28.5% | +14.1% |
| All | +247.9% | +229.4% | +18.5% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling