+29.2%
CPIX vs VT
+214.8%
-185.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -4.1% | +16.9% | +14.2% |
| 7D | +15.2% | -4.2% | +19.3% | +16.5% |
| 30D | -29.8% | -5.8% | -24.0% | -28.7% |
| 3M | -33.6% | -5.2% | -28.4% | -32.6% |
| 6M | +42.0% | +0.1% | +41.9% | +41.5% |
| YTD | +62.3% | +8.2% | +54.1% | +57.5% |
| 1Y | +177.3% | +10.1% | +167.2% | +167.7% |
| 3Y | +219.8% | +69.7% | +150.2% | +174.2% |
| 5Y | +141.1% | +53.4% | +87.7% | +110.5% |
| All | +29.2% | +214.8% | -185.6% | +1.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling