+619.9%
CF vs VTEB
+18.2%
+601.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.4% |
| 30D | +14.3% | -2.1% | +16.3% | +15.7% |
| 3M | +27.9% | -2.7% | +30.5% | +29.9% |
| 6M | +25.5% | -2.1% | +27.6% | +26.9% |
| YTD | +81.2% | -1.1% | +82.3% | +81.6% |
| 1Y | +66.5% | +1.3% | +65.2% | +63.6% |
| 3Y | +76.7% | +9.0% | +67.7% | +62.8% |
| 5Y | +237.8% | +1.5% | +236.3% | +234.7% |
| 10Y | +619.9% | +18.5% | +601.3% | +735.4% |
| All | +619.9% | +18.2% | +601.6% | +735.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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