-1.1%
CBLL vs VT
+40.2%
-41.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +4.2% | +0.4% | +3.7% | +3.4% |
| 30D | +35.2% | +1.0% | +34.2% | +33.0% |
| 3M | +31.8% | +2.4% | +29.5% | +26.5% |
| 6M | +39.1% | +12.0% | +27.1% | +15.0% |
| YTD | +12.7% | +15.3% | -2.6% | -11.7% |
| 1Y | +100.5% | +22.6% | +77.9% | +40.8% |
| All | -1.1% | +40.2% | -41.3% | -47.4% |
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