+1,466.8%
VTR vs CPB
+11.1%
+1,455.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -4.0% | -1.6% |
| 7D | +0.2% | -1.6% | +1.7% | +0.6% |
| 30D | +5.5% | +19.2% | -13.7% | +0.8% |
| 3M | -0.9% | -0.9% | 0.0% | -1.1% |
| 6M | -0.4% | +15.2% | -15.6% | -4.5% |
| YTD | +17.0% | -13.1% | +30.1% | +19.7% |
| 1Y | +18.0% | -22.4% | +40.4% | +24.1% |
| 3Y | +127.4% | -35.3% | +162.7% | +147.0% |
| 5Y | +92.3% | -33.0% | +125.2% | +104.1% |
| 10Y | +129.6% | -39.2% | +168.7% | +137.7% |
| All | +1,466.8% | +11.1% | +1,455.7% | +1,201.2% |
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