+2,072.9%
VGT vs CPB
+74.3%
+1,998.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.2% | -4.9% | -2.3% |
| 7D | +2.5% | -1.6% | +4.0% | +2.7% |
| 30D | -9.5% | +19.2% | -28.7% | -12.9% |
| 3M | -9.5% | -0.9% | -8.6% | -9.8% |
| 6M | -1.8% | +15.2% | -17.0% | -5.9% |
| YTD | +18.4% | -13.1% | +31.5% | +20.3% |
| 1Y | +18.7% | -22.4% | +41.2% | +23.8% |
| 3Y | +103.8% | -35.3% | +139.1% | +116.3% |
| 5Y | +104.4% | -33.0% | +137.3% | +109.9% |
| 10Y | +716.9% | -39.2% | +756.0% | +727.1% |
| All | +2,072.9% | +74.3% | +1,998.7% | +1,279.8% |
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