+455.4%
V vs CPB
-39.4%
+494.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | +0.8% | +2.9% | -2.1% | +0.5% |
| 30D | +9.9% | +17.6% | -7.7% | +7.9% |
| 3M | +17.5% | +2.0% | +15.5% | +17.0% |
| 6M | +33.5% | +11.6% | +21.8% | +31.5% |
| YTD | +21.6% | -13.8% | +35.3% | +22.9% |
| 1Y | +27.6% | -21.6% | +49.1% | +30.4% |
| 3Y | +76.4% | -35.8% | +112.2% | +83.8% |
| 5Y | +103.8% | -33.3% | +137.1% | +110.9% |
| All | +455.4% | -39.4% | +494.8% | +498.4% |
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