+213.7%
VT vs CPB
-37.5%
+251.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -2.3% | +8.0% | -10.3% | -3.0% |
| 30D | -5.0% | +22.4% | -27.3% | -6.7% |
| 3M | -4.9% | +3.8% | -8.7% | -5.3% |
| 6M | -1.5% | +13.7% | -15.2% | -3.1% |
| YTD | +8.5% | -11.7% | +20.2% | +9.5% |
| 1Y | +11.4% | -18.1% | +29.5% | +13.3% |
| 3Y | +70.1% | -34.7% | +104.8% | +75.9% |
| 5Y | +53.7% | -30.6% | +84.3% | +56.5% |
| All | +213.7% | -37.5% | +251.2% | +220.7% |
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