+113.3%
CBFV vs VT
+69.4%
+44.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +0.6% |
| 7D | +1.2% | -4.2% | +5.4% | +3.1% |
| 30D | +9.2% | -5.8% | +15.0% | +12.1% |
| 3M | +10.7% | -5.2% | +15.9% | +13.2% |
| 6M | +15.8% | +0.1% | +15.7% | +15.0% |
| YTD | +19.5% | +8.2% | +11.2% | +13.3% |
| 1Y | +31.2% | +10.1% | +21.0% | +23.0% |
| All | +113.3% | +69.4% | +44.0% | +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 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