+7.0%
CPB vs VEU
+176.7%
-169.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.5% |
| 7D | -4.1% | -0.5% | -3.6% | -4.0% |
| 30D | +16.9% | -1.0% | +17.9% | +17.2% |
| 3M | -0.6% | -3.6% | +3.1% | +0.3% |
| 6M | +11.4% | -1.2% | +12.5% | +11.2% |
| YTD | -14.8% | +12.0% | -26.8% | -18.2% |
| 1Y | -24.8% | +13.9% | -38.6% | -28.1% |
| 3Y | -36.6% | +71.3% | -107.9% | -46.6% |
| 5Y | -33.3% | +50.3% | -83.6% | -42.1% |
| 10Y | -40.4% | +150.3% | -190.7% | -57.1% |
| All | +7.0% | +176.7% | -169.7% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling