+294.5%
VTI vs CPB
-45.5%
+340.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | -0.1% |
| 7D | -2.0% | -5.4% | +3.4% | -1.4% |
| 30D | -1.9% | -7.8% | +5.9% | -1.1% |
| 3M | +4.5% | -6.9% | +11.5% | +5.1% |
| 6M | +12.6% | -12.2% | +24.8% | +13.9% |
| YTD | +12.0% | -21.1% | +33.1% | +14.6% |
| 1Y | +17.3% | -33.5% | +50.8% | +22.7% |
| 3Y | +75.3% | -43.2% | +118.5% | +85.3% |
| 5Y | +74.0% | -40.9% | +114.9% | +81.4% |
| All | +294.5% | -45.5% | +340.0% | +315.0% |
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 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