-16.1%
CPRT vs VNQ
+7.0%
-23.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -3.1% |
| 7D | -11.2% | -1.3% | -9.9% | -10.4% |
| 30D | +3.3% | -2.6% | +5.9% | +5.2% |
| 3M | -3.6% | -2.0% | -1.6% | -2.1% |
| 6M | -15.8% | +4.3% | -20.1% | -18.0% |
| YTD | -23.5% | +9.2% | -32.7% | -27.8% |
| 1Y | -38.8% | +5.6% | -44.4% | -41.0% |
| 3Y | -33.4% | +30.8% | -64.3% | -45.7% |
| All | -16.1% | +7.0% | -23.2% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling