+48.0%
CBNA price history and return analytics
+18.6%
+29.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -0.4% | -2.0% | +1.6% | +0.4% |
| 30D | -3.2% | -1.4% | -1.8% | -2.7% |
| 3M | +24.5% | +4.7% | +19.8% | +22.4% |
| 6M | +33.3% | +11.4% | +22.0% | +28.4% |
| YTD | +34.7% | +13.1% | +21.7% | +28.8% |
| All | +48.0% | +18.6% | +29.4% | +38.9% |
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