-67.1%
CAPR price history and return analytics
+222.7%
-289.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.6% | -8.1% | -7.9% |
| 7D | +19.1% | +2.9% | +16.2% | +15.3% |
| 30D | +48.8% | -2.5% | +51.3% | +55.2% |
| 3M | +144.4% | -3.3% | +147.7% | +157.6% |
| 6M | -67.5% | +1.5% | -69.0% | -68.8% |
| YTD | -64.5% | +11.4% | -75.9% | -70.1% |
| 1Y | +74.4% | +11.9% | +62.5% | +46.1% |
| 3Y | +265.7% | +73.9% | +191.8% | +71.5% |
| 5Y | +196.0% | +57.9% | +138.1% | +57.6% |
| All | -67.1% | +222.7% | -289.8% | -93.6% |
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