+213.0%
VT vs CPB
-37.5%
+250.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.1% |
| 7D | -4.2% | +11.6% | -15.7% | -5.1% |
| 30D | -5.8% | +23.3% | -29.1% | -7.6% |
| 3M | -5.2% | +1.6% | -6.9% | -5.5% |
| 6M | +0.1% | +13.9% | -13.8% | -1.4% |
| YTD | +8.2% | -11.7% | +19.9% | +9.2% |
| 1Y | +10.1% | -18.2% | +28.3% | +12.0% |
| 3Y | +69.7% | -35.2% | +104.8% | +75.6% |
| 5Y | +53.4% | -30.5% | +83.9% | +56.2% |
| All | +213.0% | -37.5% | +250.5% | +219.9% |
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