-8.5%
CBZ price history and return analytics
+23.3%
-31.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.6% | +0.4% | +0.2% | +0.8% |
| 30D | +0.1% | +1.0% | -0.9% | +0.5% |
| 3M | +64.5% | +2.4% | +62.1% | +67.4% |
| 6M | +91.3% | +12.0% | +79.3% | +96.6% |
| YTD | +8.7% | +15.3% | -6.6% | +9.4% |
| 1Y | -8.5% | +22.6% | -31.1% | -16.1% |
| All | -8.5% | +23.3% | -31.9% | -16.1% |
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