+15.9%
CPK vs VT
+57.0%
-41.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -0.1% | +2.4% | -2.5% | -0.9% |
| 30D | +8.1% | -1.5% | +9.6% | +8.5% |
| 3M | +4.1% | -4.1% | +8.2% | +5.5% |
| 6M | +12.1% | +0.6% | +11.6% | +11.4% |
| YTD | +14.2% | +11.0% | +3.2% | +8.7% |
| 1Y | +7.0% | +13.3% | -6.4% | +0.9% |
| 3Y | +64.6% | +73.4% | -8.8% | +26.9% |
| All | +15.9% | +57.0% | -41.2% | -10.0% |
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