+349.1%
CMBT vs VT
+242.4%
+106.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.5% |
| 3M | +35.0% | +2.4% | +32.6% | +31.9% |
| 6M | +45.8% | +12.0% | +33.8% | +32.1% |
| YTD | +113.3% | +15.3% | +97.9% | +88.6% |
| 1Y | +127.7% | +22.6% | +105.1% | +90.9% |
| 3Y | +78.8% | +74.7% | +4.1% | +10.7% |
| 5Y | +306.8% | +66.1% | +240.6% | +160.6% |
| 10Y | +437.1% | +225.0% | +212.1% | +76.0% |
| All | +349.1% | +242.4% | +106.8% | +40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling