-25.4%
CPRT vs VT
+75.0%
-100.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.2% | +0.4% | +1.8% | +1.9% |
| 30D | +16.6% | +1.0% | +15.7% | +16.0% |
| 3M | +9.6% | +2.4% | +7.2% | +7.7% |
| 6M | -11.1% | +12.0% | -23.1% | -18.4% |
| YTD | -13.9% | +15.3% | -29.2% | -22.8% |
| 1Y | -32.5% | +22.6% | -55.1% | -42.7% |
| All | -25.4% | +75.0% | -100.4% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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