+367.9%
CBZ price history and return analytics
+221.5%
+146.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +12.2% | -5.9% | -4.2% |
| 7D | +6.2% | +12.2% | -5.9% | -4.2% |
| 30D | +6.2% | +12.2% | -5.9% | -4.2% |
| 3M | +6.2% | +12.2% | -5.9% | -4.2% |
| 6M | +6.2% | +12.2% | -5.9% | -4.2% |
| YTD | +6.2% | +12.2% | -5.9% | -4.2% |
| 1Y | +3.9% | +12.5% | -8.6% | -6.6% |
| 3Y | +6.9% | +82.5% | -75.6% | -37.9% |
| 5Y | +49.8% | +60.2% | -10.4% | -2.7% |
| All | +367.9% | +221.5% | +146.4% | +65.2% |
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