-91.1%
CMPX vs VT
+74.3%
-165.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +0.8% | -1.6% | +2.4% | +2.7% |
| 30D | -12.1% | -2.5% | -9.6% | -9.5% |
| 3M | -60.1% | -1.3% | -58.8% | -59.4% |
| 6M | -61.6% | +3.1% | -64.7% | -62.9% |
| YTD | -86.0% | +10.9% | -96.9% | -87.6% |
| 1Y | -79.9% | +12.1% | -91.9% | -82.3% |
| 3Y | -59.5% | +73.9% | -133.4% | -76.2% |
| 5Y | -78.8% | +58.0% | -136.8% | -87.0% |
| All | -91.1% | +74.3% | -165.4% | -95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling