+1,493.2%
VTR vs CPB
+8.9%
+1,484.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +1.4% | -4.1% | +5.5% | +2.4% |
| 30D | +8.2% | +16.9% | -8.7% | +4.0% |
| 3M | +4.6% | -0.6% | +5.2% | +4.4% |
| 6M | +4.3% | +11.4% | -7.0% | +1.0% |
| YTD | +19.0% | -14.8% | +33.8% | +22.4% |
| 1Y | +21.6% | -24.8% | +46.4% | +28.9% |
| 3Y | +132.2% | -36.6% | +168.8% | +153.6% |
| 5Y | +94.4% | -33.3% | +127.7% | +106.7% |
| 10Y | +133.5% | -40.4% | +173.8% | +143.0% |
| All | +1,493.2% | +8.9% | +1,484.4% | +1,230.1% |
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