+446.0%
CMBT vs VT
+224.4%
+221.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.4% |
| 7D | +1.8% | -0.7% | +2.5% | +2.3% |
| 30D | -17.0% | -1.7% | -15.2% | -15.8% |
| 3M | +6.6% | -2.3% | +8.9% | +8.4% |
| 6M | +22.6% | +1.5% | +21.1% | +20.5% |
| YTD | +90.1% | +12.0% | +78.0% | +72.8% |
| 1Y | +91.3% | +12.9% | +78.4% | +72.7% |
| 3Y | +44.7% | +74.9% | -30.2% | -8.2% |
| 5Y | +207.7% | +59.9% | +147.8% | +108.2% |
| 10Y | +446.0% | +224.6% | +221.4% | +58.8% |
| All | +446.0% | +224.4% | +221.6% | +58.8% |
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