-99.8%
CBUS vs VT
+165.0%
-264.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.2% |
| 7D | -8.5% | -2.3% | -6.2% | -5.0% |
| 30D | -27.2% | -5.0% | -22.2% | -21.3% |
| 3M | -36.9% | -4.9% | -32.0% | -32.0% |
| 6M | -25.8% | -1.5% | -24.2% | -24.0% |
| YTD | -32.2% | +8.5% | -40.7% | -38.6% |
| 1Y | -6.0% | +11.4% | -17.3% | -17.8% |
| 3Y | -89.2% | +70.1% | -159.3% | -94.3% |
| 5Y | -99.3% | +53.7% | -153.1% | -99.6% |
| All | -99.8% | +165.0% | -264.8% | -99.9% |
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 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