-36.6%
CPB vs VEU
+71.8%
-108.4%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.2% |
| 7D | -4.1% | -0.5% | -3.6% | -4.1% |
| 30D | +16.9% | -1.0% | +17.9% | +16.9% |
| 3M | -0.6% | -3.6% | +3.1% | -0.5% |
| 6M | +11.4% | -1.2% | +12.5% | +11.2% |
| YTD | -14.8% | +12.0% | -26.8% | -16.5% |
| 1Y | -24.8% | +13.9% | -38.6% | -26.5% |
| All | -36.6% | +71.8% | -108.4% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling