-95.5%
CBAT vs VT
+356.1%
-451.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.7% | +4.7% |
| 7D | +26.4% | -1.6% | +28.0% | +28.3% |
| 30D | -20.9% | -2.5% | -18.4% | -18.9% |
| 3M | +120.0% | -1.3% | +121.3% | +121.7% |
| 6M | +37.5% | +3.1% | +34.4% | +32.0% |
| YTD | +31.0% | +10.9% | +20.0% | +16.2% |
| 1Y | +19.6% | +12.1% | +7.5% | +5.0% |
| 3Y | +32.5% | +73.9% | -41.4% | -28.2% |
| 5Y | -50.5% | +58.0% | -108.4% | -69.2% |
| 10Y | -31.2% | +225.5% | -256.7% | -80.1% |
| All | -95.5% | +356.1% | -451.6% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling