-12.7%
CMPR vs VT
+224.5%
-237.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.0% |
| 7D | -2.0% | +0.4% | -2.5% | -2.8% |
| 30D | -13.2% | +1.0% | -14.1% | -14.5% |
| 3M | -9.8% | +2.4% | -12.2% | -13.9% |
| 6M | +24.6% | +12.0% | +12.6% | +2.5% |
| YTD | +31.3% | +15.3% | +16.0% | +3.2% |
| 1Y | +44.2% | +22.6% | +21.6% | +2.4% |
| 3Y | +33.0% | +74.7% | -41.6% | -46.4% |
| 5Y | -8.0% | +66.1% | -74.1% | -58.1% |
| All | -12.7% | +224.5% | -237.2% | -83.9% |
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