+22.8%
CB vs VWO
+16.1%
+6.7%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | -0.2% |
| 7D | -2.8% | -1.7% | -1.0% | -3.3% |
| 30D | -2.4% | -0.3% | -2.1% | -2.5% |
| 3M | +2.8% | +4.0% | -1.2% | +3.9% |
| 6M | +4.8% | +8.1% | -3.3% | +5.5% |
| YTD | +9.2% | +11.6% | -2.5% | +11.1% |
| 1Y | +22.8% | +16.2% | +6.6% | +26.7% |
| All | +22.8% | +16.1% | +6.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling