-41.7%
CPB vs VEU
+75.6%
-117.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -8.2% | +1.7% | -9.9% | -8.3% |
| 30D | -5.6% | +1.0% | -6.6% | -5.6% |
| 3M | +3.0% | +5.6% | -2.7% | +2.5% |
| 6M | -12.7% | +13.7% | -26.4% | -13.9% |
| YTD | -18.0% | +17.7% | -35.7% | -19.7% |
| 1Y | -31.7% | +25.8% | -57.5% | -34.0% |
| All | -41.7% | +75.6% | -117.3% | -45.7% |
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