-18.4%
CBAT vs VT
+214.8%
-233.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -4.0% |
| 7D | +4.1% | -4.2% | +8.3% | +8.6% |
| 30D | -14.3% | -5.8% | -8.5% | -9.0% |
| 3M | +104.0% | -5.2% | +109.2% | +114.5% |
| 6M | +29.1% | +0.1% | +29.0% | +28.0% |
| YTD | +21.4% | +8.2% | +13.2% | +11.1% |
| 1Y | +12.1% | +10.1% | +2.0% | +0.8% |
| 3Y | +22.9% | +69.7% | -46.8% | -30.2% |
| 5Y | -52.6% | +53.4% | -105.9% | -69.3% |
| All | -18.4% | +214.8% | -233.2% | -78.6% |
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