+70.2%
CPF price history and return analytics
+57.0%
+13.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +1.4% | +2.4% | -1.0% | -0.6% |
| 30D | +9.6% | -1.5% | +11.1% | +10.9% |
| 3M | +0.5% | -4.1% | +4.6% | +3.9% |
| 6M | +17.2% | +0.6% | +16.7% | +15.8% |
| YTD | +27.7% | +11.0% | +16.7% | +14.9% |
| 1Y | +34.9% | +13.3% | +21.6% | +19.0% |
| 3Y | +163.9% | +73.4% | +90.5% | +57.0% |
| All | +70.2% | +57.0% | +13.2% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling