+173.7%
VEA vs CPB
+2.6%
+171.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +1.3% |
| 7D | +1.0% | -8.6% | +9.6% | +3.1% |
| 30D | +1.9% | -7.2% | +9.2% | +3.6% |
| 3M | +3.2% | +0.9% | +2.3% | +2.2% |
| 6M | +10.2% | -11.8% | +22.0% | +12.7% |
| YTD | +18.9% | -19.4% | +38.3% | +24.1% |
| 1Y | +29.3% | -30.4% | +59.7% | +40.0% |
| 3Y | +76.8% | -40.2% | +116.9% | +95.3% |
| 5Y | +61.2% | -39.5% | +100.7% | +73.9% |
| 10Y | +163.3% | -47.4% | +210.7% | +185.0% |
| All | +173.7% | +2.6% | +171.1% | +79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling