+361.5%
CPRT vs VTV
+230.1%
+131.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.4% | +2.9% | -3.3% | -3.1% |
| 30D | +21.2% | +3.8% | +17.4% | +17.0% |
| 3M | +8.3% | +1.6% | +6.8% | +6.7% |
| 6M | -3.4% | +11.2% | -14.6% | -12.9% |
| YTD | -18.7% | +22.0% | -40.7% | -33.1% |
| 1Y | -23.5% | +24.9% | -48.4% | -38.6% |
| 3Y | -34.2% | +78.5% | -112.6% | -62.9% |
| 5Y | -18.2% | +77.8% | -96.0% | -53.3% |
| All | +361.5% | +230.1% | +131.4% | +41.2% |
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