+449.5%
CBRL vs VT
+363.9%
+85.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +1.3% |
| 7D | -0.8% | -0.3% | -0.5% | -0.5% |
| 30D | +25.2% | -1.4% | +26.7% | +26.8% |
| 3M | +23.5% | -1.4% | +24.9% | +25.0% |
| 6M | +143.7% | +5.5% | +138.3% | +129.8% |
| YTD | +183.3% | +12.8% | +170.5% | +151.3% |
| 1Y | +122.0% | +15.4% | +106.6% | +92.8% |
| 3Y | +12.4% | +76.9% | -64.4% | -33.6% |
| 5Y | -39.8% | +60.4% | -100.2% | -61.0% |
| 10Y | -20.3% | +232.8% | -253.1% | -71.9% |
| All | +449.5% | +363.9% | +85.6% | +80.0% |
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