-58.0%
CPRI vs VT
+224.4%
-282.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -5.7% |
| 7D | -1.6% | -0.7% | -0.9% | -0.9% |
| 30D | +38.4% | -1.7% | +40.2% | +41.1% |
| 3M | +34.2% | -2.3% | +36.5% | +37.9% |
| 6M | +18.4% | +1.5% | +16.9% | +13.7% |
| YTD | -14.4% | +12.0% | -26.4% | -30.3% |
| 1Y | -3.7% | +12.9% | -16.6% | -22.6% |
| 3Y | -55.7% | +74.9% | -130.6% | -82.6% |
| 5Y | -67.5% | +59.9% | -127.4% | -84.5% |
| 10Y | -58.0% | +224.6% | -282.6% | -92.1% |
| All | -58.0% | +224.4% | -282.3% | -92.1% |
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