+295.1%
CAPR price history and return analytics
+75.6%
+219.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.5% | +1.1% | +25.4% | +24.9% |
| 7D | +25.8% | -0.7% | +26.5% | +27.5% |
| 30D | +50.2% | -1.7% | +52.0% | +54.6% |
| 3M | +185.5% | -2.3% | +187.8% | +196.1% |
| 6M | -64.8% | +1.5% | -66.3% | -66.2% |
| YTD | -61.1% | +12.0% | -73.2% | -68.2% |
| 1Y | +81.0% | +12.9% | +68.1% | +46.4% |
| All | +295.1% | +75.6% | +219.5% | +104.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling