-1.7%
CMPR vs VT
+66.2%
-67.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.0% |
| 7D | -2.0% | +0.4% | -2.5% | -2.7% |
| 30D | -13.2% | +1.0% | -14.1% | -14.5% |
| 3M | -9.8% | +2.4% | -12.2% | -13.8% |
| 6M | +24.6% | +12.0% | +12.6% | +2.5% |
| YTD | +31.3% | +15.3% | +16.0% | +3.0% |
| 1Y | +44.2% | +22.6% | +21.6% | +1.8% |
| 3Y | +33.0% | +74.7% | -41.6% | -49.5% |
| All | -1.7% | +66.2% | -67.9% | -59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling