+1,055.8%
CB vs VWO
+328.1%
+727.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.7% | -2.3% |
| 7D | +0.5% | +1.1% | -0.6% | -0.1% |
| 30D | -3.1% | +2.4% | -5.5% | -4.4% |
| 3M | +9.0% | +2.0% | +7.0% | +7.1% |
| 6M | +2.9% | +10.7% | -7.8% | -3.8% |
| YTD | +10.1% | +14.4% | -4.3% | +0.9% |
| 1Y | +22.8% | +22.7% | +0.1% | +8.0% |
| 3Y | +73.8% | +64.2% | +9.6% | +28.0% |
| 5Y | +99.2% | +35.8% | +63.4% | +60.9% |
| 10Y | +218.2% | +114.7% | +103.5% | +93.7% |
| All | +1,055.8% | +328.1% | +727.7% | +331.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling