-69.4%
CAPR price history and return analytics
+221.8%
-291.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.5% |
| 7D | +5.9% | +2.4% | +3.5% | +3.3% |
| 30D | +44.6% | -1.5% | +46.1% | +48.7% |
| 3M | +126.4% | -4.1% | +130.5% | +141.4% |
| 6M | -68.6% | +0.6% | -69.1% | -69.4% |
| YTD | -67.0% | +11.0% | -78.0% | -72.0% |
| 1Y | +65.2% | +13.3% | +51.8% | +36.0% |
| 3Y | +235.6% | +73.4% | +162.2% | +58.1% |
| 5Y | +175.4% | +57.4% | +118.0% | +47.3% |
| All | -69.4% | +221.8% | -291.1% | -94.0% |
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