+448.5%
CBFV price history and return analytics
+355.4%
+93.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | +8.4% | -3.1% | +11.5% | +8.9% |
| 3M | +8.8% | -3.5% | +12.3% | +9.3% |
| 6M | +15.4% | +0.5% | +15.0% | +15.3% |
| YTD | +18.4% | +10.8% | +7.6% | +16.6% |
| 1Y | +22.5% | +11.9% | +10.6% | +20.5% |
| 3Y | +112.2% | +73.0% | +39.2% | +98.1% |
| 5Y | +104.5% | +58.6% | +45.9% | +92.1% |
| 10Y | +157.7% | +219.2% | -61.5% | +132.9% |
| All | +448.5% | +355.4% | +93.0% | +417.4% |
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