-16.8%
CBUS vs VT
+5.0%
-21.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +6.7% |
| 7D | -12.1% | -0.3% | -11.8% | -11.8% |
| 30D | -26.2% | -1.4% | -24.8% | -25.1% |
| 3M | -35.4% | -1.4% | -34.0% | -34.5% |
| 6M | -16.8% | +5.5% | -22.2% | -26.2% |
| All | -16.8% | +5.0% | -21.7% | -26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling