+144.6%
CAPR price history and return analytics
+53.4%
+91.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.4% | +4.4% |
| 7D | +41.1% | -2.3% | +43.4% | +44.9% |
| 30D | +11.1% | -5.0% | +16.1% | +17.7% |
| 3M | +115.3% | -4.9% | +120.2% | +127.9% |
| 6M | -73.8% | -1.5% | -72.3% | -73.9% |
| YTD | -68.8% | +8.5% | -77.3% | -72.3% |
| 1Y | +43.3% | +11.4% | +31.9% | +23.3% |
| 3Y | +214.7% | +70.1% | +144.6% | +82.7% |
| All | +144.6% | +53.4% | +91.2% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling