+45.4%
CPXR vs VT
+32.8%
+12.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -2.4% |
| 7D | -4.4% | -0.7% | -3.7% | -3.0% |
| 30D | -14.1% | -1.7% | -12.4% | -10.8% |
| 3M | -13.6% | -2.3% | -11.3% | -8.8% |
| 6M | -12.2% | +1.5% | -13.7% | -13.5% |
| YTD | +6.9% | +12.0% | -5.2% | -11.5% |
| 1Y | +29.9% | +12.9% | +17.0% | +6.4% |
| All | +45.4% | +32.8% | +12.6% | -7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling