-49.3%
CBAT vs VT
+60.6%
-109.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -1.0% |
| 7D | +18.1% | -0.3% | +18.4% | +18.2% |
| 30D | -15.3% | -1.4% | -13.8% | -14.0% |
| 3M | +122.0% | -1.4% | +123.4% | +124.2% |
| 6M | +40.5% | +5.5% | +35.0% | +30.4% |
| YTD | +32.1% | +12.8% | +19.3% | +12.7% |
| 1Y | +24.7% | +15.4% | +9.3% | +3.4% |
| 3Y | +33.7% | +76.9% | -43.1% | -38.6% |
| 5Y | -49.3% | +60.4% | -109.7% | -63.3% |
| All | -49.3% | +60.6% | -109.9% | -63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling