+3,101.9%
CPRT vs VTV
+721.7%
+2,380.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.6% |
| 7D | +2.2% | +0.5% | +1.7% | +1.8% |
| 30D | +16.6% | +1.1% | +15.5% | +15.7% |
| 3M | +9.6% | +5.9% | +3.7% | +4.7% |
| 6M | -11.1% | +11.6% | -22.8% | -18.7% |
| YTD | -13.9% | +19.8% | -33.7% | -25.4% |
| 1Y | -32.5% | +26.2% | -58.8% | -44.0% |
| 3Y | -25.0% | +68.5% | -93.5% | -50.3% |
| 5Y | -7.4% | +79.9% | -87.3% | -41.0% |
| 10Y | +422.0% | +229.7% | +192.3% | +114.0% |
| All | +3,101.9% | +721.7% | +2,380.2% | +376.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling