+256.9%
CP vs VEU
+149.7%
+107.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -0.7% | -0.5% | -0.2% | -0.3% |
| 30D | +9.6% | -1.0% | +10.6% | +10.4% |
| 3M | +2.2% | -3.6% | +5.8% | +5.5% |
| 6M | +11.1% | -1.2% | +12.3% | +11.0% |
| YTD | +28.2% | +12.0% | +16.2% | +12.8% |
| 1Y | +32.2% | +13.9% | +18.3% | +14.5% |
| 3Y | +35.5% | +71.3% | -35.8% | -22.0% |
| 5Y | +26.8% | +50.3% | -23.5% | -17.1% |
| 10Y | +256.9% | +150.3% | +106.6% | +32.2% |
| All | +256.9% | +149.7% | +107.2% | +32.2% |
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