+169.4%
CBAN vs VT
+217.6%
-48.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +0.7% | -0.1% | +0.9% | +0.8% |
| 30D | +2.3% | -3.1% | +5.4% | +4.5% |
| 3M | -6.8% | -3.5% | -3.3% | -4.6% |
| 6M | +3.5% | +0.5% | +3.0% | +2.6% |
| YTD | +16.6% | +10.8% | +5.9% | +7.6% |
| 1Y | +28.7% | +11.9% | +16.8% | +17.8% |
| 3Y | +119.8% | +73.0% | +46.9% | +49.3% |
| 5Y | +26.0% | +58.6% | -32.6% | -10.0% |
| 10Y | +169.4% | +219.2% | -49.8% | +8.3% |
| All | +169.4% | +217.6% | -48.2% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling