+73.7%
VTI vs CPRT
-8.8%
+82.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.1% |
| 7D | -0.4% | -0.4% | +0.1% | -0.3% |
| 30D | -1.6% | +8.2% | -9.8% | -4.9% |
| 3M | +3.6% | +2.3% | +1.3% | +1.7% |
| 6M | +13.0% | -14.7% | +27.8% | +19.6% |
| YTD | +12.7% | -18.2% | +30.9% | +20.8% |
| 1Y | +18.4% | -33.4% | +51.7% | +39.0% |
| 3Y | +76.4% | -28.3% | +104.8% | +93.7% |
| 5Y | +73.7% | -9.8% | +83.5% | +59.2% |
| All | +73.7% | -8.8% | +82.5% | +59.2% |
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