+72.2%
CBT vs VT
+66.2%
+6.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.6% | +0.4% | -3.0% | -3.1% |
| 30D | -3.1% | +1.0% | -4.1% | -4.2% |
| 3M | -1.3% | +2.4% | -3.7% | -4.5% |
| 6M | +10.0% | +12.0% | -2.0% | -4.8% |
| YTD | +25.0% | +15.3% | +9.7% | +4.1% |
| 1Y | +3.0% | +22.6% | -19.6% | -20.7% |
| 3Y | +17.1% | +74.7% | -57.6% | -43.4% |
| All | +72.2% | +66.2% | +6.0% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling