-99.3%
CBUS vs VT
+66.2%
-165.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -3.6% | +0.4% | -4.1% | -4.3% |
| 30D | -17.6% | +1.0% | -18.6% | -18.9% |
| 3M | +13.6% | +2.4% | +11.2% | +9.0% |
| 6M | -52.3% | +12.0% | -64.3% | -59.6% |
| YTD | -8.6% | +15.3% | -24.0% | -26.3% |
| 1Y | +26.2% | +22.6% | +3.6% | -6.4% |
| 3Y | -89.3% | +74.7% | -164.0% | -94.8% |
| All | -99.3% | +66.2% | -165.4% | -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