+2.5%
CPLB vs VT
+53.2%
-50.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.4% |
| 7D | +0.5% | -4.2% | +4.7% | +0.9% |
| 30D | +2.3% | -5.8% | +8.1% | +2.8% |
| 3M | -0.6% | -5.2% | +4.6% | -0.1% |
| 6M | -0.3% | +0.1% | -0.5% | -0.4% |
| YTD | +0.2% | +8.2% | -8.1% | -0.6% |
| 1Y | +1.1% | +10.1% | -9.0% | +0.2% |
| 3Y | +20.2% | +69.7% | -49.4% | +14.0% |
| 5Y | +2.5% | +53.4% | -50.8% | -4.1% |
| All | +2.5% | +53.2% | -50.6% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling