-46.9%
CPB vs VEU
+152.3%
-199.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.1% |
| 7D | -5.4% | -1.9% | -3.5% | -5.1% |
| 30D | -7.8% | -0.7% | -7.1% | -7.7% |
| 3M | -6.9% | +4.9% | -11.8% | -7.8% |
| 6M | -12.2% | +9.8% | -22.0% | -13.9% |
| YTD | -21.1% | +15.3% | -36.4% | -23.4% |
| 1Y | -33.5% | +23.0% | -56.5% | -36.4% |
| 3Y | -43.2% | +73.5% | -116.7% | -49.4% |
| 5Y | -40.9% | +54.5% | -95.4% | -46.3% |
| All | -46.9% | +152.3% | -199.2% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling