+484.0%
V vs CPB
-38.9%
+522.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +0.9% |
| 7D | +0.9% | -1.6% | +2.5% | +1.1% |
| 30D | +9.0% | +19.2% | -10.2% | +6.7% |
| 3M | +16.7% | -0.9% | +17.7% | +16.6% |
| 6M | +33.4% | +15.2% | +18.2% | +31.0% |
| YTD | +22.4% | -13.1% | +35.4% | +23.6% |
| 1Y | +27.7% | -22.4% | +50.1% | +30.7% |
| 3Y | +78.0% | -35.3% | +113.3% | +85.4% |
| 5Y | +108.5% | -33.0% | +141.5% | +115.7% |
| All | +484.0% | -38.9% | +522.9% | +514.6% |
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