+374.7%
CPT vs VT
+346.0%
+28.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.3% |
| 7D | -1.2% | -2.3% | +1.1% | +0.9% |
| 30D | +3.8% | -5.0% | +8.8% | +8.8% |
| 3M | -9.2% | -4.9% | -4.3% | -5.0% |
| 6M | -3.2% | -1.5% | -1.7% | -2.8% |
| YTD | -6.8% | +8.5% | -15.3% | -15.4% |
| 1Y | +4.3% | +11.4% | -7.0% | -7.9% |
| 3Y | +26.9% | +70.1% | -43.2% | -27.8% |
| 5Y | -26.3% | +53.7% | -80.0% | -54.1% |
| 10Y | +71.6% | +220.0% | -148.4% | -52.9% |
| All | +374.7% | +346.0% | +28.7% | -4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling