-9.9%
CPRT vs VSH
+65.5%
-75.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.2% |
| 7D | +0.4% | +6.2% | -5.8% | -0.4% |
| 30D | +9.9% | -11.1% | +21.0% | +11.5% |
| 3M | +5.6% | -44.9% | +50.5% | +13.9% |
| 6M | -13.6% | +90.0% | -103.6% | -30.9% |
| YTD | -16.7% | +118.8% | -135.5% | -36.4% |
| 1Y | -33.1% | +109.0% | -142.1% | -48.7% |
| 3Y | -27.1% | +35.6% | -62.7% | -37.2% |
| 5Y | -9.9% | +66.7% | -76.6% | -32.7% |
| All | -9.9% | +65.5% | -75.4% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling