+221.8%
VT vs CPB
-38.9%
+260.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -0.6% |
| 7D | +2.4% | -1.6% | +3.9% | +2.5% |
| 30D | -1.5% | +19.2% | -20.7% | -3.1% |
| 3M | -4.1% | -0.9% | -3.2% | -4.2% |
| 6M | +0.6% | +15.2% | -14.7% | -1.2% |
| YTD | +11.0% | -13.1% | +24.1% | +12.2% |
| 1Y | +13.3% | -22.4% | +35.8% | +15.9% |
| 3Y | +73.4% | -35.3% | +108.7% | +79.4% |
| 5Y | +57.4% | -33.0% | +90.4% | +61.0% |
| All | +221.8% | -38.9% | +260.7% | +226.5% |
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