+62.1%
VEA vs CPRT
-9.0%
+71.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.5% |
| 7D | +1.9% | +0.4% | +1.5% | +1.7% |
| 30D | +0.8% | +9.9% | -9.1% | -2.1% |
| 3M | +5.7% | +5.6% | +0.1% | +3.4% |
| 6M | +13.3% | -13.6% | +26.9% | +17.9% |
| YTD | +18.4% | -16.7% | +35.1% | +24.2% |
| 1Y | +27.0% | -33.1% | +60.1% | +43.4% |
| 3Y | +79.3% | -27.1% | +106.3% | +90.4% |
| 5Y | +62.1% | -9.9% | +72.0% | +49.0% |
| All | +62.1% | -9.0% | +71.1% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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