+25.9%
CBAT vs VT
+69.4%
-43.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -5.2% |
| 7D | +4.1% | -4.2% | +8.3% | +7.3% |
| 30D | -14.3% | -5.8% | -8.5% | -10.5% |
| 3M | +104.0% | -5.2% | +109.2% | +111.5% |
| 6M | +29.1% | +0.1% | +29.0% | +28.1% |
| YTD | +21.4% | +8.2% | +13.2% | +13.4% |
| 1Y | +12.1% | +10.1% | +2.0% | +3.4% |
| All | +25.9% | +69.4% | -43.4% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling