+51.7%
CPIX price history and return analytics
+221.8%
-170.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.3% | -11.0% | -11.2% |
| 7D | +12.6% | +2.4% | +10.3% | +11.8% |
| 30D | -21.5% | -1.5% | -20.0% | -21.3% |
| 3M | -25.6% | -4.1% | -21.4% | -24.7% |
| 6M | +56.3% | +0.6% | +55.8% | +55.6% |
| YTD | +90.5% | +11.0% | +79.5% | +83.4% |
| 1Y | +262.8% | +13.3% | +249.5% | +247.2% |
| 3Y | +371.0% | +73.4% | +297.6% | +300.9% |
| 5Y | +181.9% | +57.4% | +124.5% | +144.2% |
| All | +51.7% | +221.8% | -170.1% | +25.1% |
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