-68.3%
CPRI vs VT
+53.4%
-121.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.2% |
| 7D | +10.0% | -2.3% | +12.3% | +13.8% |
| 30D | +42.2% | -5.0% | +47.2% | +53.0% |
| 3M | +36.9% | -4.9% | +41.8% | +46.9% |
| 6M | +6.5% | -1.5% | +8.0% | +7.5% |
| YTD | -15.8% | +8.5% | -24.3% | -27.8% |
| 1Y | -4.5% | +11.4% | -15.8% | -21.7% |
| 3Y | -59.5% | +70.1% | -129.5% | -83.4% |
| All | -68.3% | +53.4% | -121.7% | -83.4% |
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