+2.1%
CMPX vs VT
+75.0%
-72.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.5% |
| 7D | -0.8% | +0.4% | -1.3% | -1.6% |
| 30D | +25.9% | +1.0% | +25.0% | +23.9% |
| 3M | +11.7% | +2.4% | +9.4% | +7.2% |
| 6M | -58.2% | +12.0% | -70.2% | -65.8% |
| YTD | -55.7% | +15.3% | -71.0% | -65.8% |
| 1Y | -29.4% | +22.6% | -52.0% | -51.8% |
| All | +2.1% | +75.0% | -72.8% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling