-94.4%
CUPR vs VT
+44.6%
-139.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +1.1% | -1.6% | +2.7% | +3.1% |
| 30D | -22.7% | -2.5% | -20.2% | -20.5% |
| 3M | -35.3% | -1.3% | -34.0% | -33.9% |
| 6M | -7.2% | +3.1% | -10.3% | -4.9% |
| YTD | -41.6% | +10.9% | -52.5% | -39.1% |
| 1Y | -74.3% | +12.1% | -86.3% | -73.4% |
| All | -94.4% | +44.6% | -139.0% | -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