+376.8%
V vs CPB
-45.7%
+422.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -1.9% |
| 7D | -1.1% | -8.2% | +7.1% | -0.1% |
| 30D | +1.9% | -5.6% | +7.5% | +2.5% |
| 3M | +15.5% | +3.0% | +12.6% | +15.0% |
| 6M | +16.6% | -12.7% | +29.3% | +18.2% |
| YTD | +5.7% | -18.0% | +23.7% | +7.7% |
| 1Y | +8.6% | -31.7% | +40.3% | +13.0% |
| 3Y | +52.5% | -41.0% | +93.5% | +60.8% |
| 5Y | +67.1% | -38.4% | +105.5% | +74.8% |
| 10Y | +376.8% | -45.0% | +421.7% | +412.5% |
| All | +376.8% | -45.7% | +422.5% | +412.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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