+157.9%
CPIX price history and return analytics
+21.4%
+136.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.1% |
| 7D | +0.9% | +1.0% | -0.1% | +0.1% |
| 30D | -15.1% | -0.2% | -14.9% | -14.9% |
| 3M | +45.7% | +4.5% | +41.1% | +41.1% |
| 6M | +143.9% | +14.1% | +129.9% | +116.4% |
| YTD | +114.5% | +14.8% | +99.7% | +89.8% |
| 1Y | +157.9% | +21.2% | +136.7% | +107.5% |
| All | +157.9% | +21.4% | +136.5% | +107.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling