+409.7%
VUG vs CPB
-45.7%
+455.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | +0.9% | -8.2% | +9.1% | +1.5% |
| 30D | -1.4% | -5.6% | +4.2% | -1.1% |
| 3M | +2.3% | +3.0% | -0.6% | +1.9% |
| 6M | +15.7% | -12.7% | +28.4% | +16.7% |
| YTD | +8.6% | -18.0% | +26.6% | +10.1% |
| 1Y | +14.1% | -31.7% | +45.8% | +17.6% |
| 3Y | +87.9% | -41.0% | +128.8% | +94.5% |
| 5Y | +76.3% | -38.4% | +114.7% | +79.7% |
| 10Y | +409.7% | -45.0% | +454.6% | +426.7% |
| All | +409.7% | -45.7% | +455.3% | +426.7% |
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