+1,917.9%
VRT vs CPB
-24.9%
+1,942.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.2% | +10.8% | +9.3% |
| 7D | -10.6% | +3.3% | -13.9% | -9.6% |
| 30D | -17.4% | +19.0% | -36.4% | -13.4% |
| 3M | -26.4% | +0.4% | -26.8% | -25.3% |
| 6M | -41.0% | +13.0% | -54.0% | -38.3% |
| YTD | +23.8% | -12.7% | +36.6% | +24.8% |
| 1Y | +11.6% | -20.9% | +32.5% | +11.0% |
| 3Y | +403.5% | -35.4% | +438.9% | +384.6% |
| 5Y | +647.0% | -32.3% | +679.3% | +616.4% |
| All | +1,917.9% | -24.9% | +1,942.7% | +1,849.5% |
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 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