+254.9%
CBNK vs VT
+134.3%
+120.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.8% |
| 7D | +1.6% | -2.3% | +3.9% | +4.4% |
| 30D | +9.0% | -5.0% | +14.0% | +15.6% |
| 3M | +12.5% | -4.9% | +17.4% | +18.9% |
| 6M | +35.1% | -1.5% | +36.7% | +35.8% |
| YTD | +52.2% | +8.5% | +43.7% | +34.9% |
| 1Y | +54.1% | +11.4% | +42.7% | +32.0% |
| 3Y | +116.8% | +70.1% | +46.7% | +4.0% |
| 5Y | +64.3% | +53.7% | +10.5% | -10.6% |
| All | +254.9% | +134.3% | +120.6% | -17.0% |
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