+30.4%
CPB vs VT
+345.0%
-314.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +2.0% |
| 7D | +11.6% | -4.2% | +15.7% | +13.0% |
| 30D | +23.3% | -5.8% | +29.1% | +25.4% |
| 3M | +1.6% | -5.2% | +6.9% | +3.1% |
| 6M | +13.9% | +0.1% | +13.8% | +13.4% |
| YTD | -11.7% | +8.2% | -19.9% | -14.4% |
| 1Y | -18.2% | +10.1% | -28.3% | -21.2% |
| 3Y | -35.2% | +69.7% | -104.8% | -46.1% |
| 5Y | -30.5% | +53.4% | -83.9% | -40.8% |
| 10Y | -37.1% | +219.2% | -256.4% | -59.7% |
| All | +30.4% | +345.0% | -314.6% | -28.3% |
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