+109.6%
CPA price history and return analytics
+222.7%
-113.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.9% |
| 7D | +0.8% | -0.1% | +0.9% | +1.0% |
| 30D | -3.7% | -0.7% | -3.0% | -2.8% |
| 3M | -2.7% | +4.0% | -6.7% | -7.3% |
| 6M | +6.1% | +12.3% | -6.1% | -7.9% |
| YTD | +11.8% | +14.0% | -2.3% | -5.0% |
| 1Y | +19.7% | +20.3% | -0.6% | -5.1% |
| 3Y | +56.4% | +75.4% | -19.1% | -26.2% |
| 5Y | +104.9% | +66.0% | +38.9% | +5.8% |
| 10Y | +109.6% | +228.2% | -118.6% | -54.2% |
| All | +109.6% | +222.7% | -113.1% | -54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling