-91.0%
CMPX vs VT
+77.3%
-168.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -0.7% |
| 7D | +0.4% | -0.3% | +0.7% | +0.6% |
| 30D | -20.6% | -1.4% | -19.2% | -19.3% |
| 3M | -61.5% | -1.4% | -60.1% | -60.8% |
| 6M | -60.7% | +5.5% | -66.1% | -63.1% |
| YTD | -85.8% | +12.8% | -98.6% | -87.7% |
| 1Y | -79.9% | +15.4% | -95.3% | -82.9% |
| 3Y | -59.0% | +76.9% | -135.8% | -76.3% |
| 5Y | -78.2% | +60.4% | -138.6% | -86.8% |
| All | -91.0% | +77.3% | -168.3% | -95.9% |
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