-99.7%
CAPR price history and return analytics
+346.0%
-445.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.4% | +4.5% |
| 7D | +41.1% | -2.3% | +43.4% | +43.5% |
| 30D | +11.1% | -5.0% | +16.1% | +15.2% |
| 3M | +115.3% | -4.9% | +120.2% | +123.2% |
| 6M | -73.8% | -1.5% | -72.3% | -73.8% |
| YTD | -68.8% | +8.5% | -77.3% | -70.8% |
| 1Y | +43.3% | +11.4% | +31.9% | +31.7% |
| 3Y | +214.7% | +70.1% | +144.6% | +123.1% |
| 5Y | +141.3% | +53.7% | +87.6% | +82.2% |
| 10Y | -67.0% | +220.0% | -287.0% | -82.3% |
| All | -99.7% | +346.0% | -445.7% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling