+45.1%
CPXR vs VT
+28.6%
+16.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.5% |
| 7D | -6.7% | -2.3% | -4.4% | -2.2% |
| 30D | -10.9% | -5.0% | -5.9% | -0.8% |
| 3M | -16.4% | -4.9% | -11.5% | -6.8% |
| 6M | -3.7% | -1.5% | -2.1% | +1.2% |
| YTD | +6.6% | +8.5% | -1.8% | -5.6% |
| 1Y | +34.2% | +11.4% | +22.9% | +13.6% |
| All | +45.1% | +28.6% | +16.5% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling