+960.3%
VTI vs CPB
+67.2%
+893.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.6% |
| 7D | +0.1% | -8.6% | +8.7% | +2.5% |
| 30D | 0.0% | -7.2% | +7.3% | +1.9% |
| 3M | +2.0% | +0.9% | +1.1% | +1.0% |
| 6M | +13.0% | -11.8% | +24.8% | +15.8% |
| YTD | +13.9% | -19.4% | +33.4% | +19.5% |
| 1Y | +20.0% | -30.4% | +50.4% | +30.9% |
| 3Y | +75.8% | -40.2% | +116.0% | +96.0% |
| 5Y | +73.8% | -39.5% | +113.4% | +89.3% |
| 10Y | +297.5% | -47.4% | +344.9% | +332.2% |
| All | +960.3% | +67.2% | +893.2% | +539.9% |
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