+1,134.6%
CB vs VTV
+721.7%
+412.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.7% |
| 7D | +0.5% | +0.5% | 0.0% | 0.0% |
| 30D | -3.1% | +1.1% | -4.2% | -4.2% |
| 3M | +9.0% | +5.9% | +3.1% | +2.7% |
| 6M | +2.9% | +11.6% | -8.8% | -8.2% |
| YTD | +10.1% | +19.8% | -9.7% | -8.5% |
| 1Y | +22.8% | +26.2% | -3.4% | -3.3% |
| 3Y | +73.8% | +68.5% | +5.3% | +1.3% |
| 5Y | +99.2% | +79.9% | +19.3% | +8.4% |
| 10Y | +218.2% | +229.7% | -11.5% | -4.9% |
| All | +1,134.6% | +721.7% | +412.9% | +45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling