+470.0%
CBU vs VT
+374.2%
+95.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.1% | +0.4% | +0.6% | +0.7% |
| 30D | -3.4% | +1.0% | -4.4% | -4.3% |
| 3M | +1.4% | +2.4% | -1.0% | -1.2% |
| 6M | +6.2% | +12.0% | -5.8% | -5.0% |
| YTD | +12.9% | +15.3% | -2.5% | -1.7% |
| 1Y | +8.3% | +22.6% | -14.3% | -11.0% |
| 3Y | +48.9% | +74.7% | -25.8% | -11.1% |
| 5Y | +3.9% | +66.1% | -62.3% | -35.8% |
| 10Y | +76.8% | +225.0% | -148.2% | -41.3% |
| All | +470.0% | +374.2% | +95.8% | +61.9% |
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