-72.0%
CMPX vs VT
+81.2%
-153.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.8% | +0.4% | -1.3% | -1.4% |
| 30D | +25.9% | +1.0% | +25.0% | +24.6% |
| 3M | +11.7% | +2.4% | +9.4% | +8.8% |
| 6M | -58.2% | +12.0% | -70.2% | -63.3% |
| YTD | -55.7% | +15.3% | -71.0% | -62.4% |
| 1Y | -29.4% | +22.6% | -52.0% | -44.4% |
| 3Y | 0.0% | +74.7% | -74.7% | -42.3% |
| 5Y | -32.0% | +66.1% | -98.1% | -60.6% |
| All | -72.0% | +81.2% | -153.2% | -87.4% |
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