+228.7%
VTV vs CPB
-45.3%
+274.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -1.1% | -1.8% | +0.7% | -0.8% |
| 30D | -1.0% | -7.1% | +6.1% | 0.0% |
| 3M | +4.6% | -6.0% | +10.7% | +5.4% |
| 6M | +13.5% | -5.3% | +18.8% | +13.9% |
| YTD | +18.5% | -20.8% | +39.3% | +22.4% |
| 1Y | +22.9% | -33.8% | +56.7% | +30.9% |
| 3Y | +67.8% | -43.7% | +111.6% | +82.4% |
| 5Y | +81.8% | -40.7% | +122.6% | +94.5% |
| All | +228.7% | -45.3% | +274.0% | +254.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling