+259.1%
CBNK vs VT
+140.4%
+118.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.9% |
| 7D | -0.5% | +0.4% | -0.9% | -1.1% |
| 30D | +11.3% | -2.6% | +13.9% | +14.6% |
| 3M | +14.0% | -3.2% | +17.2% | +18.0% |
| 6M | +37.0% | +0.9% | +36.0% | +33.5% |
| YTD | +54.0% | +11.3% | +42.7% | +32.3% |
| 1Y | +55.7% | +14.0% | +41.7% | +29.7% |
| 3Y | +120.4% | +75.8% | +44.6% | +1.4% |
| 5Y | +69.3% | +57.8% | +11.4% | -10.9% |
| All | +259.1% | +140.4% | +118.7% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling