+728.4%
VGT vs CPB
-38.9%
+767.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.2% | -4.9% | -1.8% |
| 7D | +2.5% | -1.6% | +4.0% | +2.5% |
| 30D | -9.5% | +19.2% | -28.7% | -10.2% |
| 3M | -9.5% | -0.9% | -8.6% | -9.4% |
| 6M | -1.8% | +15.2% | -17.0% | -2.8% |
| YTD | +18.4% | -13.1% | +31.5% | +19.5% |
| 1Y | +18.7% | -22.4% | +41.2% | +20.9% |
| 3Y | +103.8% | -35.3% | +139.1% | +108.3% |
| 5Y | +104.4% | -33.0% | +137.3% | +105.8% |
| All | +728.4% | -38.9% | +767.3% | +730.7% |
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