+355.1%
CFBK vs VT
+215.5%
+139.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +0.9% | +1.1% |
| 7D | +2.5% | -2.3% | +4.8% | +3.2% |
| 30D | +2.8% | -5.0% | +7.8% | +4.4% |
| 3M | -3.1% | -4.9% | +1.8% | -1.7% |
| 6M | +31.5% | -1.5% | +33.1% | +31.9% |
| YTD | +41.9% | +8.5% | +33.4% | +38.3% |
| 1Y | +53.5% | +11.4% | +42.1% | +48.3% |
| 3Y | +140.3% | +70.1% | +70.2% | +108.1% |
| 5Y | +65.0% | +53.7% | +11.3% | +46.3% |
| All | +355.1% | +215.5% | +139.6% | +212.1% |
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