+2,110.3%
VGT vs CPB
+68.9%
+2,041.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +5.6% | -5.8% | +11.4% | +6.9% |
| 30D | -10.6% | +16.5% | -27.1% | -13.6% |
| 3M | -6.9% | -1.1% | -5.8% | -7.2% |
| 6M | +0.9% | +11.5% | -10.5% | -2.6% |
| YTD | +20.4% | -15.7% | +36.2% | +23.1% |
| 1Y | +17.4% | -24.7% | +42.0% | +23.1% |
| 3Y | +106.3% | -37.3% | +143.6% | +120.3% |
| 5Y | +107.9% | -35.0% | +142.9% | +114.9% |
| 10Y | +730.9% | -41.0% | +771.9% | +746.6% |
| All | +2,110.3% | +68.9% | +2,041.4% | +1,312.4% |
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