+66.5%
CF vs VTEB
+1.3%
+65.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | -0.5% |
| 7D | -0.8% | -0.7% | -0.1% | -5.1% |
| 30D | +14.3% | -2.1% | +16.3% | +0.5% |
| 3M | +27.9% | -2.7% | +30.5% | +8.2% |
| 6M | +25.5% | -2.1% | +27.6% | +13.2% |
| YTD | +81.2% | -1.1% | +82.3% | +67.5% |
| 1Y | +66.5% | +1.3% | +65.2% | +68.9% |
| All | +66.5% | +1.3% | +65.2% | +68.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling