+160.5%
VEA vs CPB
-38.9%
+199.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.2% |
| 7D | +2.3% | -1.6% | +3.8% | +2.4% |
| 30D | +0.2% | +19.2% | -19.0% | -1.2% |
| 3M | -5.3% | -0.9% | -4.4% | -5.4% |
| 6M | -0.9% | +15.2% | -16.2% | -2.4% |
| YTD | +12.2% | -13.1% | +25.3% | +13.2% |
| 1Y | +16.1% | -22.4% | +38.5% | +18.4% |
| 3Y | +73.0% | -35.3% | +108.3% | +78.2% |
| 5Y | +53.7% | -33.0% | +86.7% | +57.0% |
| All | +160.5% | -38.9% | +199.3% | +163.5% |
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