+262.2%
CP vs VEU
+150.0%
+112.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.7% |
| 7D | +0.9% | +2.4% | -1.5% | -1.3% |
| 30D | +10.3% | -2.0% | +12.3% | +12.2% |
| 3M | +2.3% | -5.1% | +7.4% | +7.1% |
| 6M | +10.7% | -0.7% | +11.4% | +10.1% |
| YTD | +29.3% | +11.0% | +18.3% | +14.7% |
| 1Y | +31.5% | +12.4% | +19.1% | +15.2% |
| 3Y | +36.7% | +69.8% | -33.1% | -20.7% |
| 5Y | +26.8% | +48.2% | -21.4% | -16.0% |
| All | +262.2% | +150.0% | +112.2% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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