+139.0%
VRT vs CPRT
-33.0%
+172.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.3% | +7.0% | +2.3% |
| 7D | +13.6% | +0.4% | +13.2% | +13.8% |
| 30D | +6.8% | +9.9% | -3.1% | +11.6% |
| 3M | -3.2% | +5.6% | -8.9% | +1.0% |
| 6M | +20.3% | -13.6% | +34.0% | +19.3% |
| YTD | +79.6% | -16.7% | +96.3% | +76.8% |
| 1Y | +139.0% | -33.1% | +172.1% | +137.3% |
| All | +139.0% | -33.0% | +172.0% | +137.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling