+2,267.4%
VGT vs CPB
+61.6%
+2,205.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +1.0% |
| 7D | +1.0% | -8.6% | +9.6% | +2.8% |
| 30D | +1.3% | -7.2% | +8.5% | +2.7% |
| 3M | -1.1% | +0.9% | -2.0% | -2.1% |
| 6M | +32.6% | -11.8% | +44.4% | +35.0% |
| YTD | +29.0% | -19.4% | +48.4% | +33.6% |
| 1Y | +39.7% | -30.4% | +70.1% | +49.3% |
| 3Y | +120.9% | -40.2% | +161.1% | +138.8% |
| 5Y | +133.6% | -39.5% | +173.1% | +146.5% |
| 10Y | +792.6% | -47.4% | +839.9% | +850.3% |
| All | +2,267.4% | +61.6% | +2,205.8% | +1,433.0% |
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