+246.7%
CB price history and return analytics
+217.6%
+29.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.9% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +8.2% | -3.1% | +11.2% | +10.3% |
| 3M | +6.3% | -3.5% | +9.8% | +8.6% |
| 6M | +16.2% | +0.5% | +15.7% | +14.4% |
| YTD | +19.3% | +10.8% | +8.6% | +8.5% |
| 1Y | +29.2% | +11.9% | +17.3% | +16.5% |
| 3Y | +71.4% | +73.0% | -1.5% | +5.8% |
| 5Y | +104.2% | +58.6% | +45.6% | +34.9% |
| 10Y | +246.7% | +219.2% | +27.5% | +34.5% |
| All | +246.7% | +217.6% | +29.0% | +34.5% |
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