-32.5%
CPRT vs VNQ
+9.6%
-42.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.9% |
| 7D | +2.2% | -1.3% | +3.5% | +3.1% |
| 30D | +16.6% | -2.9% | +19.6% | +19.0% |
| 3M | +9.6% | +0.8% | +8.8% | +9.7% |
| 6M | -11.1% | +2.5% | -13.6% | -12.1% |
| YTD | -13.9% | +10.6% | -24.5% | -17.9% |
| 1Y | -32.5% | +9.1% | -41.6% | -35.7% |
| All | -32.5% | +9.6% | -42.1% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling