-48.0%
CPIX vs VT
+501.4%
-549.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.4% |
| 3M | +49.9% | +2.4% | +47.6% | +48.7% |
| 6M | +138.6% | +12.0% | +126.6% | +127.8% |
| YTD | +120.0% | +15.3% | +104.7% | +107.4% |
| 1Y | +139.2% | +22.6% | +116.7% | +120.0% |
| 3Y | +427.5% | +74.7% | +352.8% | +323.0% |
| 5Y | +211.6% | +66.1% | +145.5% | +153.7% |
| 10Y | +89.5% | +225.0% | -135.5% | +13.2% |
| All | -48.0% | +501.4% | -549.3% | -80.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling