+59.5%
CAPR price history and return analytics
+12.5%
+47.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.5% | -9.5% | -9.4% |
| 7D | +7.6% | -0.1% | +7.8% | +8.1% |
| 30D | +13.3% | -3.1% | +16.3% | +17.6% |
| 3M | +130.4% | -3.5% | +133.9% | +140.5% |
| 6M | -70.8% | +0.5% | -71.3% | -71.3% |
| YTD | -69.3% | +10.8% | -80.0% | -77.6% |
| 1Y | +59.5% | +11.9% | +47.6% | +0.3% |
| All | +59.5% | +12.5% | +47.1% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling