+1,255.6%
VFC vs CPB
+366.4%
+889.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | +11.2% | +8.0% | +3.2% | +9.0% |
| 30D | +41.5% | +22.4% | +19.1% | +34.2% |
| 3M | +38.9% | +3.8% | +35.1% | +37.1% |
| 6M | +6.1% | +13.7% | -7.5% | +2.1% |
| YTD | +14.5% | -11.7% | +26.2% | +17.1% |
| 1Y | +46.0% | -18.1% | +64.1% | +52.0% |
| 3Y | +36.4% | -34.7% | +71.1% | +49.5% |
| 5Y | -67.5% | -30.6% | -37.0% | -65.5% |
| 10Y | -45.8% | -37.1% | -8.7% | -43.6% |
| All | +1,255.6% | +366.4% | +889.2% | +629.1% |
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