+28.0%
CB price history and return analytics
+11.9%
+16.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.0% |
| 7D | +2.9% | +2.4% | +0.6% | +3.7% |
| 30D | +7.3% | -1.5% | +8.8% | +6.8% |
| 3M | +9.4% | -4.1% | +13.5% | +7.8% |
| 6M | +19.6% | +0.6% | +19.1% | +20.0% |
| YTD | +21.5% | +11.0% | +10.4% | +22.0% |
| 1Y | +28.0% | +13.3% | +14.7% | +29.5% |
| All | +28.0% | +11.9% | +16.1% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling