+99.4%
CB vs VYM
+76.9%
+22.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | -0.5% | -1.0% | +0.4% | +0.2% |
| 30D | -3.1% | -2.0% | -1.0% | -1.6% |
| 3M | +4.2% | +3.1% | +1.1% | +1.7% |
| 6M | +4.7% | +8.9% | -4.2% | -2.2% |
| YTD | +8.8% | +14.7% | -5.9% | -2.6% |
| 1Y | +22.6% | +19.4% | +3.2% | +6.1% |
| 3Y | +70.6% | +65.4% | +5.2% | +9.7% |
| 5Y | +99.4% | +77.6% | +21.9% | +18.0% |
| All | +99.4% | +76.9% | +22.5% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 5y: compounded portfolio wealth divided by compounded VYM 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…
5y analysis · Full analysis span regression · 6 months rolling