+1.3%
CBU vs VT
+53.2%
-51.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +1.7% |
| 7D | +2.0% | -4.2% | +6.2% | +5.6% |
| 30D | +8.5% | -5.8% | +14.3% | +13.8% |
| 3M | -1.4% | -5.2% | +3.8% | +2.8% |
| 6M | +3.2% | +0.1% | +3.0% | +2.3% |
| YTD | +15.2% | +8.2% | +6.9% | +6.4% |
| 1Y | +17.6% | +10.1% | +7.5% | +6.9% |
| 3Y | +63.0% | +69.7% | -6.7% | +3.5% |
| 5Y | +1.3% | +53.4% | -52.0% | -31.8% |
| All | +1.3% | +53.2% | -51.9% | -31.8% |
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