+113.7%
CBSE price history and return analytics
+102.2%
+11.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +1.0% |
| 7D | -1.6% | +0.4% | -2.0% | -2.1% |
| 30D | -11.0% | -2.6% | -8.4% | -7.9% |
| 3M | -11.6% | -3.2% | -8.4% | -7.7% |
| 6M | -12.0% | +0.9% | -12.9% | -12.5% |
| YTD | +7.5% | +11.3% | -3.8% | -5.3% |
| 1Y | +9.1% | +14.0% | -4.9% | -6.6% |
| 3Y | +99.2% | +75.8% | +23.4% | +1.8% |
| 5Y | +40.9% | +57.8% | -16.9% | -16.3% |
| All | +113.7% | +102.2% | +11.5% | -2.9% |
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 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