-20.3%
CBIO vs VT
+1.5%
-21.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.1% | +4.9% | +4.2% |
| 7D | +6.8% | -0.7% | +7.5% | +8.2% |
| 30D | +2.1% | -1.7% | +3.8% | +5.2% |
| 3M | -11.6% | -2.3% | -9.3% | -7.7% |
| 6M | -20.3% | +1.5% | -21.8% | -20.7% |
| All | -20.3% | +1.5% | -21.8% | -20.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling