+251.7%
CB price history and return analytics
+221.8%
+29.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +2.9% | +2.4% | +0.6% | +1.2% |
| 30D | +7.3% | -1.5% | +8.8% | +8.2% |
| 3M | +9.4% | -4.1% | +13.5% | +12.3% |
| 6M | +19.6% | +0.6% | +19.1% | +17.8% |
| YTD | +21.5% | +11.0% | +10.4% | +10.3% |
| 1Y | +28.0% | +13.3% | +14.7% | +14.2% |
| 3Y | +74.9% | +73.4% | +1.5% | +7.7% |
| 5Y | +108.1% | +57.4% | +50.7% | +38.5% |
| All | +251.7% | +221.8% | +29.9% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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