+740.0%
VTV vs CPB
+74.3%
+665.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.7% |
| 7D | +2.9% | -1.6% | +4.5% | +3.4% |
| 30D | +3.8% | +19.2% | -15.4% | -1.8% |
| 3M | +1.6% | -0.9% | +2.5% | +1.2% |
| 6M | +11.2% | +15.2% | -4.0% | +5.2% |
| YTD | +22.0% | -13.1% | +35.1% | +25.2% |
| 1Y | +24.9% | -22.4% | +47.3% | +32.7% |
| 3Y | +78.5% | -35.3% | +113.8% | +96.8% |
| 5Y | +77.8% | -33.0% | +110.8% | +90.0% |
| 10Y | +231.1% | -39.2% | +270.2% | +246.4% |
| All | +740.0% | +74.3% | +665.7% | +417.4% |
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