-32.5%
CPRT vs VSH
+118.1%
-150.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.4% | -4.0% | +0.7% |
| 7D | +2.2% | +4.1% | -1.8% | +2.5% |
| 30D | +16.6% | -4.2% | +20.8% | +16.4% |
| 3M | +9.6% | -50.0% | +59.6% | +7.2% |
| 6M | -11.1% | +80.2% | -91.3% | -15.9% |
| YTD | -13.9% | +121.1% | -135.0% | -19.7% |
| 1Y | -32.5% | +112.0% | -144.5% | -36.0% |
| All | -32.5% | +118.1% | -150.6% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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