+91.7%
CPF price history and return analytics
+222.7%
-130.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.2% |
| 7D | +1.0% | +2.9% | -1.9% | -2.1% |
| 30D | +9.0% | -2.5% | +11.5% | +11.7% |
| 3M | +1.1% | -3.3% | +4.4% | +4.4% |
| 6M | +15.7% | +1.5% | +14.1% | +12.6% |
| YTD | +27.7% | +11.4% | +16.3% | +11.8% |
| 1Y | +36.1% | +11.9% | +24.2% | +18.4% |
| 3Y | +161.4% | +73.9% | +87.5% | +37.7% |
| 5Y | +69.2% | +57.9% | +11.3% | -0.5% |
| All | +91.7% | +222.7% | -130.9% | -52.9% |
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