+427.5%
CMBT vs VT
+224.5%
+203.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +6.2% | +0.4% | +5.8% | +5.8% |
| 30D | +22.5% | +1.0% | +21.5% | +21.6% |
| 3M | +35.0% | +2.4% | +32.6% | +32.0% |
| 6M | +45.8% | +12.0% | +33.8% | +32.6% |
| YTD | +113.3% | +15.3% | +97.9% | +89.6% |
| 1Y | +128.9% | +22.6% | +106.3% | +93.4% |
| 3Y | +79.7% | +74.7% | +5.1% | +13.7% |
| 5Y | +309.0% | +66.1% | +242.8% | +167.5% |
| All | +427.5% | +224.5% | +203.0% | +68.0% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling