+75.0%
CBSH vs VT
+215.5%
-140.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | 0.0% | -2.3% | +2.3% | +2.0% |
| 30D | +2.1% | -5.0% | +7.1% | +6.6% |
| 3M | -6.5% | -4.9% | -1.6% | -2.5% |
| 6M | +5.8% | -1.5% | +7.4% | +6.3% |
| YTD | +6.8% | +8.5% | -1.7% | -2.4% |
| 1Y | +10.0% | +11.4% | -1.4% | -2.0% |
| 3Y | +46.1% | +70.1% | -23.9% | -13.1% |
| 5Y | -0.9% | +53.7% | -54.7% | -35.3% |
| All | +75.0% | +215.5% | -140.5% | -45.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling