+422.7%
CMBT vs VT
+215.5%
+207.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.7% |
| 7D | -9.7% | -2.3% | -7.4% | -8.1% |
| 30D | -16.6% | -5.0% | -11.7% | -13.3% |
| 3M | +1.3% | -4.9% | +6.2% | +5.3% |
| 6M | +17.3% | -1.5% | +18.9% | +18.0% |
| YTD | +82.0% | +8.5% | +73.5% | +69.7% |
| 1Y | +89.8% | +11.4% | +78.5% | +73.2% |
| 3Y | +39.0% | +70.1% | -31.0% | -9.9% |
| 5Y | +202.4% | +53.7% | +148.6% | +111.1% |
| All | +422.7% | +215.5% | +207.2% | +62.6% |
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