+80.5%
VTV vs CPB
-40.6%
+121.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.1% |
| 7D | -2.1% | -5.4% | +3.3% | -1.3% |
| 30D | -1.3% | -7.8% | +6.5% | -0.3% |
| 3M | +5.6% | -6.9% | +12.6% | +6.4% |
| 6M | +12.4% | -12.2% | +24.6% | +14.1% |
| YTD | +17.6% | -21.1% | +38.7% | +21.4% |
| 1Y | +23.5% | -33.5% | +57.0% | +31.3% |
| 3Y | +67.0% | -43.2% | +110.2% | +80.6% |
| 5Y | +80.5% | -40.9% | +121.4% | +90.1% |
| All | +80.5% | -40.6% | +121.2% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling