-17.1%
CPRT vs VCIT
+3.2%
-20.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | +6.0% | +0.1% | +5.9% | +5.9% |
| 30D | +20.0% | +1.9% | +18.1% | +17.6% |
| 3M | +10.1% | -1.4% | +11.6% | +11.9% |
| 6M | -4.3% | -2.1% | -2.2% | -2.0% |
| YTD | -18.4% | -1.6% | -16.8% | -16.9% |
| 1Y | -20.1% | -0.9% | -19.2% | -19.3% |
| 3Y | -30.4% | +20.0% | -50.4% | -43.4% |
| All | -17.1% | +3.2% | -20.3% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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