+2,826.7%
VRT vs CPB
-29.4%
+2,856.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +4.1% |
| 7D | +13.6% | -8.2% | +21.8% | +11.7% |
| 30D | +6.8% | -5.6% | +12.4% | +5.7% |
| 3M | -3.2% | +3.0% | -6.2% | -1.8% |
| 6M | +20.3% | -12.7% | +33.1% | +19.2% |
| YTD | +79.6% | -18.0% | +97.6% | +76.7% |
| 1Y | +139.0% | -31.7% | +170.7% | +129.5% |
| 3Y | +644.6% | -41.0% | +685.6% | +600.3% |
| 5Y | +1,024.4% | -38.4% | +1,062.7% | +952.9% |
| All | +2,826.7% | -29.4% | +2,856.1% | +2,659.0% |
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 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