-43.7%
CPRT vs VG
-51.4%
+7.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.4% |
| 7D | +9.9% | -22.0% | +31.9% | +10.0% |
| 30D | +21.1% | -14.7% | +35.8% | +21.0% |
| 3M | +12.3% | -7.1% | +19.4% | +12.0% |
| 6M | -2.0% | -11.2% | +9.1% | -2.5% |
| YTD | -17.0% | +69.8% | -86.9% | -20.1% |
| 1Y | -22.5% | +49.9% | -72.4% | -25.1% |
| All | -43.7% | -51.4% | +7.7% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling