+47.2%
CAPR vs VT
+15.2%
+32.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.5% | +6.4% |
| 7D | +43.2% | -0.3% | +43.5% | +43.7% |
| 30D | +14.7% | -1.4% | +16.1% | +16.4% |
| 3M | +113.9% | -1.4% | +115.3% | +117.3% |
| 6M | -73.4% | +5.5% | -78.8% | -75.8% |
| YTD | -69.1% | +12.8% | -81.9% | -76.5% |
| 1Y | +47.2% | +15.4% | +31.8% | -5.7% |
| All | +47.2% | +15.2% | +32.0% | -5.7% |
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