+14.9%
VUG vs CPRT
-31.2%
+46.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.1% | +2.2% | -2.3% | -0.2% |
| 30D | -0.3% | +16.6% | -17.0% | -0.5% |
| 3M | -0.7% | +9.6% | -10.3% | -0.6% |
| 6M | +14.6% | -11.1% | +25.7% | +16.8% |
| YTD | +9.0% | -13.9% | +22.9% | +11.6% |
| 1Y | +14.9% | -32.5% | +47.4% | +18.8% |
| All | +14.9% | -31.2% | +46.1% | +18.8% |
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