+158.3%
VEA vs CPB
-45.5%
+203.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | -0.9% |
| 7D | -2.1% | -5.4% | +3.3% | -1.7% |
| 30D | -1.1% | -7.8% | +6.8% | -0.5% |
| 3M | +5.1% | -6.9% | +12.0% | +5.5% |
| 6M | +9.8% | -12.2% | +22.0% | +10.7% |
| YTD | +15.9% | -21.1% | +37.0% | +18.0% |
| 1Y | +24.6% | -33.5% | +58.1% | +28.8% |
| 3Y | +75.5% | -43.2% | +118.7% | +83.0% |
| 5Y | +59.4% | -40.9% | +100.3% | +64.6% |
| All | +158.3% | -45.5% | +203.8% | +171.7% |
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