+13.1%
CBLL vs VT
+34.8%
-21.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.8% | +4.8% |
| 7D | +3.9% | -1.6% | +5.5% | +6.6% |
| 30D | +19.3% | -2.5% | +21.8% | +24.3% |
| 3M | +54.4% | -1.3% | +55.7% | +57.4% |
| 6M | +37.9% | +3.1% | +34.8% | +30.1% |
| YTD | +28.9% | +10.9% | +18.0% | +7.4% |
| 1Y | +149.3% | +12.1% | +137.2% | +103.7% |
| All | +13.1% | +34.8% | -21.7% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling