+98.1%
CBFV price history and return analytics
+66.2%
+31.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +1.1% | +1.0% | +0.1% | +0.9% |
| 30D | -0.4% | -0.2% | -0.2% | -0.3% |
| 3M | +9.9% | +4.5% | +5.3% | +8.4% |
| 6M | +11.1% | +14.1% | -2.9% | +6.6% |
| YTD | +10.1% | +14.8% | -4.6% | +5.4% |
| 1Y | +18.8% | +21.2% | -2.4% | +11.8% |
| 3Y | +94.7% | +76.6% | +18.1% | +69.7% |
| 5Y | +98.1% | +66.6% | +31.5% | +73.1% |
| All | +98.1% | +66.2% | +31.9% | +73.1% |
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