+110.6%
CWBC vs VT
+224.5%
-113.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +3.1% | +0.4% | +2.6% | +2.6% |
| 30D | +3.7% | +1.0% | +2.7% | +2.6% |
| 3M | +9.8% | +2.4% | +7.4% | +6.7% |
| 6M | +14.7% | +12.0% | +2.7% | +1.2% |
| YTD | +20.0% | +15.3% | +4.7% | +2.6% |
| 1Y | +28.3% | +22.6% | +5.7% | +2.7% |
| 3Y | +92.1% | +74.7% | +17.5% | +5.5% |
| 5Y | +41.0% | +66.1% | -25.1% | -19.2% |
| All | +110.6% | +224.5% | -113.9% | -44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling