+105.7%
CBFV vs VT
+53.4%
+52.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +2.6% | -2.3% | +4.9% | +3.3% |
| 30D | +9.0% | -5.0% | +13.9% | +10.5% |
| 3M | +10.1% | -4.9% | +14.9% | +11.6% |
| 6M | +17.8% | -1.5% | +19.3% | +18.0% |
| YTD | +19.5% | +8.5% | +11.0% | +16.1% |
| 1Y | +31.2% | +11.4% | +19.8% | +26.3% |
| 3Y | +113.3% | +70.1% | +43.3% | +88.0% |
| All | +105.7% | +53.4% | +52.3% | +83.8% |
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