+377.4%
VT vs CPB
+16.9%
+360.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.8% |
| 7D | +0.4% | -8.6% | +9.0% | +2.5% |
| 30D | +1.0% | -7.2% | +8.2% | +2.6% |
| 3M | +2.4% | +0.9% | +1.5% | +1.5% |
| 6M | +12.0% | -11.8% | +23.8% | +14.5% |
| YTD | +15.3% | -19.4% | +34.7% | +20.2% |
| 1Y | +22.6% | -30.4% | +53.0% | +32.3% |
| 3Y | +74.7% | -40.2% | +114.8% | +92.2% |
| 5Y | +66.1% | -39.5% | +105.6% | +78.5% |
| 10Y | +225.0% | -47.4% | +272.4% | +253.2% |
| All | +377.4% | +16.9% | +360.5% | +201.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling