-99.4%
CBUS vs VT
+53.4%
-152.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.1% |
| 7D | -8.5% | -2.3% | -6.2% | -4.6% |
| 30D | -27.2% | -5.0% | -22.2% | -20.7% |
| 3M | -36.9% | -4.9% | -32.0% | -31.4% |
| 6M | -25.8% | -1.5% | -24.2% | -24.0% |
| YTD | -32.2% | +8.5% | -40.7% | -39.6% |
| 1Y | -6.0% | +11.4% | -17.3% | -19.5% |
| 3Y | -89.2% | +70.1% | -159.3% | -94.5% |
| All | -99.4% | +53.4% | -152.8% | -99.6% |
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