+104.9%
CB price history and return analytics
+59.8%
+45.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | +7.3% | -1.7% | +9.1% | +7.9% |
| 3M | +7.0% | -2.3% | +9.3% | +7.8% |
| 6M | +16.3% | +1.5% | +14.8% | +15.0% |
| YTD | +19.7% | +12.0% | +7.7% | +12.7% |
| 1Y | +27.8% | +12.9% | +14.9% | +19.8% |
| 3Y | +72.0% | +74.9% | -2.9% | +24.9% |
| 5Y | +104.9% | +59.9% | +44.9% | +60.0% |
| All | +104.9% | +59.8% | +45.1% | +60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling