+64.4%
VG vs CPB
-25.8%
+90.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +4.4% |
| 7D | +15.1% | -5.8% | +20.9% | +13.0% |
| 30D | -4.2% | +16.5% | -20.7% | 0.0% |
| 3M | -3.1% | -1.1% | -2.0% | -2.5% |
| 6M | +0.3% | +11.5% | -11.1% | +4.0% |
| YTD | +95.5% | -15.7% | +111.2% | +100.4% |
| 1Y | +64.4% | -24.7% | +89.1% | +69.0% |
| All | +64.4% | -25.8% | +90.3% | +69.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling