+12.7%
CBRL vs VT
+69.4%
-56.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.7% | +0.5% |
| 7D | -6.3% | -4.2% | -2.1% | -2.4% |
| 30D | +21.0% | -5.8% | +26.8% | +28.0% |
| 3M | +16.0% | -5.2% | +21.3% | +22.0% |
| 6M | +131.7% | +0.1% | +131.6% | +127.2% |
| YTD | +173.9% | +8.2% | +165.6% | +146.1% |
| 1Y | +111.1% | +10.1% | +101.0% | +85.7% |
| All | +12.7% | +69.4% | -56.6% | -52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling