+228.8%
VTV vs CPB
-38.9%
+267.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.3% |
| 7D | +2.9% | -1.6% | +4.5% | +3.2% |
| 30D | +3.8% | +19.2% | -15.4% | +0.8% |
| 3M | +1.6% | -0.9% | +2.5% | +1.4% |
| 6M | +11.2% | +15.2% | -4.0% | +8.0% |
| YTD | +22.0% | -13.1% | +35.1% | +23.9% |
| 1Y | +24.9% | -22.4% | +47.3% | +29.4% |
| 3Y | +78.5% | -35.3% | +113.8% | +89.1% |
| 5Y | +77.8% | -33.0% | +110.8% | +86.0% |
| All | +228.8% | -38.9% | +267.7% | +241.9% |
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 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