+387.6%
CPRT vs VIG
+247.5%
+140.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.5% |
| 7D | -8.4% | -2.2% | -6.2% | -6.1% |
| 30D | +4.6% | -3.2% | +7.8% | +8.4% |
| 3M | -1.9% | +3.0% | -5.0% | -5.2% |
| 6M | -15.3% | +8.1% | -23.4% | -22.5% |
| YTD | -21.5% | +9.1% | -30.5% | -28.8% |
| 1Y | -36.6% | +12.6% | -49.2% | -44.6% |
| 3Y | -31.2% | +55.4% | -86.6% | -58.2% |
| 5Y | -14.1% | +62.8% | -76.9% | -49.8% |
| All | +387.6% | +247.5% | +140.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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