-99.7%
CAPR price history and return analytics
+345.0%
-444.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | -0.7% |
| 7D | +29.7% | -4.2% | +33.9% | +33.8% |
| 30D | +11.0% | -5.8% | +16.8% | +15.8% |
| 3M | +118.8% | -5.2% | +124.1% | +127.5% |
| 6M | -73.9% | +0.1% | -74.0% | -74.2% |
| YTD | -70.2% | +8.2% | -78.4% | -72.1% |
| 1Y | +38.3% | +10.1% | +28.1% | +28.0% |
| 3Y | +199.7% | +69.7% | +130.0% | +112.7% |
| 5Y | +130.6% | +53.4% | +77.2% | +74.4% |
| 10Y | -68.5% | +219.2% | -287.7% | -83.1% |
| All | -99.7% | +345.0% | -444.7% | -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