+113.4%
CBRL vs VT
+10.5%
+102.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | -7.5% | -2.3% | -5.2% | -6.4% |
| 30D | +15.3% | -5.0% | +20.3% | +18.1% |
| 3M | +11.7% | -4.9% | +16.6% | +14.3% |
| 6M | +112.8% | -1.5% | +114.3% | +112.4% |
| YTD | +161.3% | +8.5% | +152.8% | +140.6% |
| 1Y | +113.4% | +11.4% | +102.1% | +91.7% |
| All | +113.4% | +10.5% | +102.9% | +91.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling