-27.1%
CPRT vs VIG
+57.1%
-84.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.6% |
| 7D | +0.4% | -0.4% | +0.8% | +0.8% |
| 30D | +9.9% | -2.1% | +12.0% | +12.0% |
| 3M | +5.6% | +3.3% | +2.3% | +2.4% |
| 6M | -13.6% | +9.3% | -22.9% | -20.8% |
| YTD | -16.7% | +10.1% | -26.9% | -24.1% |
| 1Y | -33.1% | +14.7% | -47.8% | -41.6% |
| 3Y | -27.1% | +56.9% | -84.0% | -57.6% |
| All | -27.1% | +57.1% | -84.1% | -57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling