+718.0%
CPA price history and return analytics
+346.0%
+372.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | +10.8% | -2.3% | +13.1% | +13.7% |
| 30D | +4.8% | -5.0% | +9.7% | +10.8% |
| 3M | +1.9% | -4.9% | +6.8% | +7.8% |
| 6M | +19.5% | -1.5% | +21.1% | +22.3% |
| YTD | +22.9% | +8.5% | +14.4% | +14.1% |
| 1Y | +19.8% | +11.4% | +8.4% | +8.3% |
| 3Y | +96.5% | +70.1% | +26.4% | +12.2% |
| 5Y | +121.3% | +53.7% | +67.5% | +42.7% |
| 10Y | +116.2% | +220.0% | -103.8% | -28.5% |
| All | +718.0% | +346.0% | +372.0% | +123.8% |
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