+114.1%
CBSE price history and return analytics
+101.7%
+12.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +4.5% | +2.4% | +2.1% | +1.5% |
| 30D | -6.4% | -1.5% | -4.9% | -4.5% |
| 3M | -12.6% | -4.1% | -8.4% | -7.6% |
| 6M | -14.7% | +0.6% | -15.2% | -14.8% |
| YTD | +7.7% | +11.0% | -3.3% | -4.7% |
| 1Y | +12.1% | +13.3% | -1.3% | -3.4% |
| 3Y | +97.6% | +73.4% | +24.2% | +2.8% |
| 5Y | +44.2% | +57.4% | -13.2% | -14.0% |
| All | +114.1% | +101.7% | +12.4% | -2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling