+422.8%
CFBK vs VT
+224.5%
+198.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.8% | +0.4% | +2.4% | +2.7% |
| 30D | +0.8% | +1.0% | -0.2% | +0.5% |
| 3M | +24.1% | +2.4% | +21.8% | +23.1% |
| 6M | +18.6% | +12.0% | +6.6% | +14.5% |
| YTD | +44.4% | +15.3% | +29.1% | +38.3% |
| 1Y | +48.8% | +22.6% | +26.2% | +39.9% |
| 3Y | +103.6% | +74.7% | +28.9% | +74.9% |
| 5Y | +98.6% | +66.1% | +32.5% | +72.5% |
| All | +422.8% | +224.5% | +198.3% | +270.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling