+65.5%
CBNK vs VT
+53.4%
+12.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +1.6% | -2.3% | +3.9% | +3.2% |
| 30D | +9.0% | -5.0% | +14.0% | +12.6% |
| 3M | +12.5% | -4.9% | +17.4% | +16.0% |
| 6M | +35.1% | -1.5% | +36.7% | +35.7% |
| YTD | +52.2% | +8.5% | +43.7% | +42.9% |
| 1Y | +54.1% | +11.4% | +42.7% | +42.0% |
| 3Y | +116.8% | +70.1% | +46.7% | +50.7% |
| All | +65.5% | +53.4% | +12.1% | +22.9% |
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