+19.0%
CPB vs VT
+374.2%
-355.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -8.6% | +0.4% | -9.0% | -8.7% |
| 30D | -7.2% | +1.0% | -8.2% | -7.5% |
| 3M | +0.9% | +2.4% | -1.5% | 0.0% |
| 6M | -11.8% | +12.0% | -23.8% | -15.1% |
| YTD | -19.4% | +15.3% | -34.7% | -23.2% |
| 1Y | -30.4% | +22.6% | -53.0% | -35.0% |
| 3Y | -40.2% | +74.7% | -114.8% | -50.6% |
| 5Y | -39.5% | +66.1% | -105.6% | -49.7% |
| 10Y | -47.4% | +225.0% | -272.4% | -66.3% |
| All | +19.0% | +374.2% | -355.2% | -35.7% |
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