+70.1%
CB vs VTV
+69.1%
+1.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | -0.6% | +0.3% | -0.9% | -0.8% |
| 30D | -3.9% | +0.1% | -4.0% | -4.0% |
| 3M | +4.9% | +6.2% | -1.3% | +1.3% |
| 6M | +3.3% | +13.5% | -10.2% | -4.3% |
| YTD | +8.5% | +18.9% | -10.3% | -2.4% |
| 1Y | +22.1% | +25.8% | -3.7% | +5.7% |
| 3Y | +70.1% | +68.7% | +1.4% | +24.9% |
| All | +70.1% | +69.1% | +1.1% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling