+216.1%
CPIX vs VT
+66.2%
+149.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -19.7% | +0.4% | -20.2% | -19.9% |
| 30D | -10.1% | +1.0% | -11.0% | -10.5% |
| 3M | +49.9% | +2.4% | +47.6% | +48.3% |
| 6M | +138.6% | +12.0% | +126.6% | +125.1% |
| YTD | +120.0% | +15.3% | +104.7% | +104.5% |
| 1Y | +139.2% | +22.6% | +116.7% | +116.0% |
| 3Y | +427.5% | +74.7% | +352.8% | +315.2% |
| All | +216.1% | +66.2% | +149.9% | +148.9% |
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 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