+82.1%
CBU vs VT
+215.5%
-133.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.1% |
| 7D | +3.8% | -2.3% | +6.1% | +6.0% |
| 30D | +9.3% | -5.0% | +14.3% | +14.3% |
| 3M | -0.1% | -4.9% | +4.8% | +4.3% |
| 6M | +2.9% | -1.5% | +4.4% | +3.6% |
| YTD | +15.3% | +8.5% | +6.9% | +5.7% |
| 1Y | +18.6% | +11.4% | +7.3% | +6.0% |
| 3Y | +63.3% | +70.1% | -6.7% | -1.4% |
| 5Y | +1.5% | +53.7% | -52.2% | -32.9% |
| All | +82.1% | +215.5% | -133.4% | -40.0% |
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 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