-16.1%
CPRT vs VTRS
+47.1%
-63.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.8% |
| 7D | -11.2% | -2.2% | -9.0% | -10.8% |
| 30D | +3.3% | +3.3% | 0.0% | +2.6% |
| 3M | -3.6% | +2.0% | -5.6% | -4.1% |
| 6M | -15.8% | +19.9% | -35.7% | -19.1% |
| YTD | -23.5% | +35.7% | -59.2% | -28.6% |
| 1Y | -38.8% | +68.1% | -106.8% | -45.5% |
| 3Y | -33.4% | +87.1% | -120.5% | -44.0% |
| All | -16.1% | +47.1% | -63.2% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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