-97.5%
CPOP vs VT
+23.3%
-120.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.5% |
| 7D | -11.7% | +0.4% | -12.1% | -11.1% |
| 30D | -8.5% | +1.0% | -9.4% | -7.1% |
| 3M | -89.3% | +2.4% | -91.7% | -86.4% |
| 6M | -90.7% | +12.0% | -102.7% | -88.8% |
| YTD | -92.8% | +15.3% | -108.1% | -91.4% |
| 1Y | -97.5% | +22.6% | -120.1% | -93.5% |
| All | -97.5% | +23.3% | -120.8% | -93.5% |
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