-68.2%
CAPR price history and return analytics
+217.6%
-285.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.5% | -9.5% | -9.3% |
| 7D | +7.6% | -0.1% | +7.8% | +8.2% |
| 30D | +13.3% | -3.1% | +16.3% | +18.6% |
| 3M | +130.4% | -3.5% | +133.9% | +142.6% |
| 6M | -70.8% | +0.5% | -71.3% | -71.6% |
| YTD | -69.3% | +10.8% | -80.0% | -74.0% |
| 1Y | +59.5% | +11.9% | +47.6% | +33.1% |
| 3Y | +216.8% | +73.0% | +143.8% | +49.1% |
| 5Y | +152.7% | +58.6% | +94.1% | +33.0% |
| 10Y | -68.2% | +219.2% | -287.4% | -93.3% |
| All | -68.2% | +217.6% | -285.9% | -93.3% |
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