+1,474.8%
CPRT vs VCIT
+96.6%
+1,378.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | +9.9% | +0.5% | +9.5% | +9.6% |
| 30D | +21.1% | +2.1% | +19.0% | +19.7% |
| 3M | +12.3% | -1.6% | +13.9% | +13.4% |
| 6M | -2.0% | -1.6% | -0.4% | -1.1% |
| YTD | -17.0% | -1.5% | -15.5% | -16.3% |
| 1Y | -22.5% | -0.4% | -22.2% | -22.3% |
| 3Y | -29.3% | +19.6% | -48.9% | -35.6% |
| 5Y | -15.6% | +3.3% | -18.9% | -20.3% |
| 10Y | +411.6% | +28.9% | +382.7% | +402.0% |
| All | +1,474.8% | +96.6% | +1,378.1% | +2,107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling