+10.1%
VT vs CPB
-17.5%
+27.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.0% |
| 7D | -4.2% | +11.6% | -15.7% | -3.6% |
| 30D | -5.8% | +23.3% | -29.1% | -4.6% |
| 3M | -5.2% | +1.6% | -6.9% | -4.9% |
| 6M | +0.1% | +13.9% | -13.8% | +1.0% |
| YTD | +8.2% | -11.7% | +19.9% | +8.5% |
| 1Y | +10.1% | -18.2% | +28.3% | +10.2% |
| All | +10.1% | -17.5% | +27.7% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling