+171.3%
CPAC vs VT
+53.4%
+117.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.2% | -2.3% | +2.1% | +0.1% |
| 30D | +4.2% | -5.0% | +9.1% | +5.0% |
| 3M | +6.7% | -4.9% | +11.6% | +7.5% |
| 6M | +21.4% | -1.5% | +22.9% | +21.5% |
| YTD | +22.2% | +8.5% | +13.7% | +20.0% |
| 1Y | +75.6% | +11.4% | +64.2% | +71.6% |
| 3Y | +203.0% | +70.1% | +133.0% | +168.5% |
| All | +171.3% | +53.4% | +117.9% | +163.4% |
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