+74.3%
CBU price history and return analytics
+222.7%
-148.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.6% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -2.5% | -0.7% | -1.9% | -1.9% |
| 3M | -3.0% | +4.0% | -7.0% | -6.7% |
| 6M | +8.7% | +12.3% | -3.6% | -3.1% |
| YTD | +10.3% | +14.0% | -3.7% | -3.1% |
| 1Y | +8.9% | +20.3% | -11.4% | -9.3% |
| 3Y | +52.2% | +75.4% | -23.2% | -10.4% |
| 5Y | +5.7% | +66.0% | -60.3% | -34.9% |
| 10Y | +74.3% | +228.2% | -153.9% | -47.6% |
| All | +74.3% | +222.7% | -148.4% | -47.6% |
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