+117.5%
CBFV vs VT
+74.1%
+43.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.1% |
| 7D | +2.7% | +0.4% | +2.4% | +2.5% |
| 30D | +10.8% | -2.6% | +13.3% | +12.0% |
| 3M | +9.4% | -3.2% | +12.6% | +10.9% |
| 6M | +17.9% | +0.9% | +17.0% | +16.9% |
| YTD | +21.0% | +11.3% | +9.6% | +13.3% |
| 1Y | +27.9% | +14.0% | +13.9% | +18.0% |
| 3Y | +117.5% | +75.8% | +41.7% | +66.3% |
| All | +117.5% | +74.1% | +43.4% | +66.3% |
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 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