+789.2%
VGT vs CPB
-45.5%
+834.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.8% |
| 7D | -1.0% | -5.4% | +4.3% | -0.7% |
| 30D | -0.4% | -7.8% | +7.4% | -0.1% |
| 3M | +6.6% | -6.9% | +13.5% | +6.9% |
| 6M | +31.0% | -12.2% | +43.2% | +31.9% |
| YTD | +27.2% | -21.1% | +48.3% | +29.0% |
| 1Y | +34.5% | -33.5% | +68.0% | +38.3% |
| 3Y | +123.1% | -43.2% | +166.3% | +130.2% |
| 5Y | +135.1% | -40.9% | +176.0% | +139.0% |
| All | +789.2% | -45.5% | +834.7% | +812.6% |
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