+36.2%
CAPE price history and return analytics
+70.8%
-34.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.4% |
| 7D | -1.6% | -0.1% | -1.4% | -1.5% |
| 30D | -1.6% | -0.7% | -0.9% | -1.0% |
| 3M | -0.1% | +4.0% | -4.1% | -3.8% |
| 6M | +0.2% | +12.3% | -12.1% | -10.3% |
| YTD | +0.9% | +14.0% | -13.2% | -11.1% |
| 1Y | +0.8% | +20.3% | -19.5% | -15.7% |
| 3Y | +37.1% | +75.4% | -38.3% | -22.2% |
| All | +36.2% | +70.8% | -34.6% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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