-94.2%
CUPR vs VT
+47.1%
-141.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +0.7% |
| 7D | +3.2% | -0.3% | +3.5% | +3.7% |
| 30D | -14.7% | -1.4% | -13.2% | -13.2% |
| 3M | -35.4% | -1.4% | -34.0% | -34.0% |
| 6M | -8.0% | +5.5% | -13.5% | -7.6% |
| YTD | -40.0% | +12.8% | -52.8% | -38.7% |
| 1Y | -73.5% | +15.4% | -89.0% | -73.4% |
| All | -94.2% | +47.1% | -141.3% | -94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling