+78.1%
VTI vs CPB
-37.1%
+115.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.4% |
| 7D | +3.4% | -5.8% | +9.2% | +3.3% |
| 30D | -2.3% | +16.5% | -18.7% | -2.2% |
| 3M | -2.2% | -1.1% | -1.1% | -2.1% |
| 6M | +3.3% | +11.5% | -8.2% | +3.2% |
| YTD | +12.1% | -15.7% | +27.8% | +12.6% |
| 1Y | +12.2% | -24.7% | +36.9% | +13.2% |
| All | +78.1% | -37.1% | +115.2% | +80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling