+51.4%
CF vs VTEB
-0.1%
+51.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | -0.7% |
| 7D | +4.8% | -1.2% | +6.0% | +1.4% |
| 30D | +4.7% | +2.5% | +2.2% | +13.1% |
| 3M | +7.4% | -1.7% | +9.1% | -11.7% |
| 6M | +0.6% | -1.2% | +1.8% | -14.0% |
| YTD | +64.1% | -0.5% | +64.6% | +44.0% |
| 1Y | +51.4% | -0.1% | +51.5% | +35.4% |
| All | +51.4% | -0.1% | +51.5% | +35.4% |
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 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