+938.9%
VTI vs CPB
+80.3%
+858.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.3% |
| 7D | +2.5% | -1.6% | +4.1% | +2.9% |
| 30D | -1.5% | +19.2% | -20.7% | -6.5% |
| 3M | -3.2% | -0.9% | -2.2% | -3.6% |
| 6M | +2.3% | +15.2% | -12.9% | -3.0% |
| YTD | +11.6% | -13.1% | +24.7% | +14.1% |
| 1Y | +13.8% | -22.4% | +36.2% | +20.1% |
| 3Y | +77.4% | -35.3% | +112.7% | +93.0% |
| 5Y | +64.6% | -33.0% | +97.5% | +73.1% |
| 10Y | +290.6% | -39.2% | +329.7% | +301.0% |
| All | +938.9% | +80.3% | +858.6% | +511.0% |
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