+135.2%
VGT vs CPB
-38.1%
+173.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +1.5% | -8.0% | +9.5% | +0.8% |
| 30D | +0.5% | -2.4% | +2.9% | +0.4% |
| 3M | +5.3% | +0.5% | +4.7% | +5.5% |
| 6M | +32.4% | -10.5% | +42.9% | +32.1% |
| YTD | +28.6% | -17.5% | +46.1% | +27.9% |
| 1Y | +37.6% | -31.0% | +68.7% | +36.2% |
| 3Y | +125.5% | -40.6% | +166.1% | +120.3% |
| 5Y | +135.2% | -37.7% | +172.9% | +134.5% |
| All | +135.2% | -38.1% | +173.3% | +134.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling