+682.7%
VRT vs CPRT
-18.2%
+700.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +18.6% | -1.5% | +20.1% | +19.6% |
| 30D | -11.7% | +21.4% | -33.0% | -22.4% |
| 3M | -27.3% | +10.4% | -37.7% | -33.6% |
| 6M | -42.9% | -4.3% | -38.6% | -43.9% |
| YTD | +29.5% | -18.3% | +47.8% | +41.1% |
| 1Y | +21.0% | -22.5% | +43.5% | +38.0% |
| 3Y | +403.1% | -34.3% | +437.4% | +536.5% |
| All | +682.7% | -18.2% | +700.9% | +581.7% |
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