+387.6%
CPRT vs VTV
+232.1%
+155.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.3% |
| 7D | -8.4% | -2.1% | -6.4% | -6.5% |
| 30D | +4.6% | -1.3% | +5.9% | +6.0% |
| 3M | -1.9% | +5.6% | -7.6% | -7.0% |
| 6M | -15.3% | +12.4% | -27.7% | -24.5% |
| YTD | -21.5% | +17.6% | -39.1% | -33.1% |
| 1Y | -36.6% | +23.5% | -60.1% | -48.6% |
| 3Y | -31.2% | +67.0% | -98.2% | -58.5% |
| 5Y | -14.1% | +80.5% | -94.7% | -51.6% |
| All | +387.6% | +232.1% | +155.5% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling