+725.0%
VTV vs CPB
+61.6%
+663.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +0.8% |
| 7D | +0.5% | -8.6% | +9.1% | +3.1% |
| 30D | +1.1% | -7.2% | +8.3% | +3.2% |
| 3M | +5.9% | +0.9% | +5.0% | +4.8% |
| 6M | +11.6% | -11.8% | +23.4% | +14.8% |
| YTD | +19.8% | -19.4% | +39.2% | +26.3% |
| 1Y | +26.2% | -30.4% | +56.6% | +38.9% |
| 3Y | +68.5% | -40.2% | +108.6% | +90.7% |
| 5Y | +79.9% | -39.5% | +119.4% | +99.3% |
| 10Y | +229.7% | -47.4% | +277.1% | +266.8% |
| All | +725.0% | +61.6% | +663.4% | +422.1% |
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 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