+863.8%
CB price history and return analytics
+345.0%
+518.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +2.7% |
| 7D | +2.6% | -4.2% | +6.8% | +6.1% |
| 30D | +11.2% | -5.8% | +17.0% | +16.5% |
| 3M | +5.7% | -5.2% | +11.0% | +10.1% |
| 6M | +15.9% | +0.1% | +15.8% | +14.2% |
| YTD | +20.2% | +8.2% | +11.9% | +10.0% |
| 1Y | +32.4% | +10.1% | +22.3% | +19.3% |
| 3Y | +75.5% | +69.7% | +5.8% | +5.8% |
| 5Y | +105.5% | +53.4% | +52.1% | +33.3% |
| 10Y | +258.5% | +219.2% | +39.3% | +19.1% |
| All | +863.8% | +345.0% | +518.9% | +128.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling