+294.5%
VTI vs CPRT
+392.8%
-98.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +1.0% |
| 7D | -2.0% | -8.4% | +6.4% | +1.5% |
| 30D | -1.9% | +4.6% | -6.5% | -4.2% |
| 3M | +4.5% | -1.9% | +6.5% | +4.1% |
| 6M | +12.6% | -15.3% | +27.9% | +19.1% |
| YTD | +12.0% | -21.5% | +33.5% | +21.8% |
| 1Y | +17.3% | -36.6% | +54.0% | +40.1% |
| 3Y | +75.3% | -31.2% | +106.5% | +97.3% |
| 5Y | +74.0% | -14.1% | +88.1% | +72.2% |
| All | +294.5% | +392.8% | -98.3% | +110.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling