-89.2%
CBUS vs VT
+69.7%
-158.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.0% |
| 7D | -8.5% | -2.3% | -6.2% | -3.4% |
| 30D | -27.2% | -5.0% | -22.2% | -18.5% |
| 3M | -36.9% | -4.9% | -32.0% | -29.7% |
| 6M | -25.8% | -1.5% | -24.2% | -24.1% |
| YTD | -32.2% | +8.5% | -40.7% | -43.6% |
| 1Y | -6.0% | +11.4% | -17.3% | -26.3% |
| 3Y | -89.2% | +70.1% | -159.3% | -96.9% |
| All | -89.2% | +69.7% | -158.9% | -96.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling