+63.2%
CMPS vs VT
+13.3%
+49.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -1.4% |
| 7D | +8.1% | -0.7% | +8.8% | +9.8% |
| 30D | -19.3% | -1.7% | -17.6% | -16.5% |
| 3M | -30.5% | -2.3% | -28.2% | -27.5% |
| 6M | -3.6% | +1.5% | -5.1% | -5.3% |
| YTD | +34.8% | +12.0% | +22.7% | +14.5% |
| 1Y | +63.2% | +12.9% | +50.3% | +37.0% |
| All | +63.2% | +13.3% | +49.9% | +37.0% |
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