-33.5%
CMPR vs VT
+215.5%
-249.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | +0.2% | -9.2% | -9.3% |
| 7D | -1.1% | -2.3% | +1.2% | +2.4% |
| 30D | -23.4% | -5.0% | -18.4% | -17.2% |
| 3M | -41.6% | -4.9% | -36.7% | -37.0% |
| 6M | -37.0% | -1.5% | -35.5% | -36.5% |
| YTD | -15.3% | +8.5% | -23.8% | -27.1% |
| 1Y | -9.7% | +11.4% | -21.1% | -25.6% |
| 3Y | -8.3% | +70.1% | -78.4% | -62.1% |
| 5Y | -39.0% | +53.7% | -92.7% | -69.0% |
| All | -33.5% | +215.5% | -249.0% | -87.9% |
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