+281.8%
CMBT vs VT
+221.3%
+60.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -0.1% |
| 7D | -12.1% | -4.2% | -7.9% | -9.0% |
| 30D | -16.3% | -5.8% | -10.5% | -12.1% |
| 3M | +3.6% | -5.2% | +8.8% | +8.2% |
| 6M | +13.6% | +0.1% | +13.4% | +12.6% |
| YTD | +80.3% | +8.2% | +72.1% | +67.8% |
| 1Y | +91.2% | +10.1% | +81.1% | +75.3% |
| 3Y | +36.4% | +69.7% | -33.2% | -13.5% |
| 5Y | +199.6% | +53.4% | +146.3% | +105.2% |
| 10Y | +425.2% | +219.2% | +206.0% | +72.2% |
| All | +281.8% | +221.3% | +60.5% | +26.0% |
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 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