+115.3%
CPIX vs VT
+15.2%
+100.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.7% |
| 7D | -8.8% | -0.3% | -8.5% | -8.7% |
| 30D | -37.4% | -1.4% | -35.9% | -36.8% |
| 3M | -42.9% | -1.4% | -41.5% | -42.2% |
| 6M | +26.4% | +5.5% | +20.9% | +20.6% |
| YTD | +43.9% | +12.8% | +31.0% | +26.8% |
| 1Y | +115.3% | +15.4% | +99.8% | +82.5% |
| All | +115.3% | +15.2% | +100.0% | +82.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling