+136.2%
CPA vs VT
+57.5%
+78.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +8.9% | -0.1% | +9.0% | +9.1% |
| 30D | +10.4% | -3.1% | +13.5% | +14.7% |
| 3M | +9.9% | -3.5% | +13.4% | +15.0% |
| 6M | +23.8% | +0.5% | +23.3% | +23.9% |
| YTD | +27.5% | +10.8% | +16.7% | +14.7% |
| 1Y | +24.3% | +11.9% | +12.4% | +10.7% |
| 3Y | +100.1% | +73.0% | +27.1% | +6.7% |
| 5Y | +136.2% | +58.6% | +77.6% | +52.5% |
| All | +136.2% | +57.5% | +78.7% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling