+16.7%
CBAT vs VT
+10.5%
+6.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -5.4% | -2.3% | -3.1% | -3.6% |
| 30D | 0.0% | -5.0% | +5.0% | +3.5% |
| 3M | +75.0% | -4.9% | +79.9% | +80.4% |
| 6M | +32.9% | -1.5% | +34.5% | +33.0% |
| YTD | +25.0% | +8.5% | +16.5% | +13.2% |
| 1Y | +16.7% | +11.4% | +5.3% | +2.3% |
| All | +16.7% | +10.5% | +6.2% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling