-73.4%
CPS price history and return analytics
+224.7%
-298.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | +3.0% | +1.0% | +2.0% | +1.1% |
| 30D | -17.2% | -0.2% | -16.9% | -16.6% |
| 3M | -11.1% | +4.5% | -15.7% | -18.5% |
| 6M | -18.7% | +14.1% | -32.8% | -36.5% |
| YTD | -20.8% | +14.8% | -35.5% | -38.9% |
| 1Y | -33.3% | +21.2% | -54.5% | -53.7% |
| 3Y | +83.6% | +76.6% | +7.0% | -36.7% |
| 5Y | +20.8% | +66.6% | -45.8% | -48.2% |
| All | -73.4% | +224.7% | -298.2% | -95.0% |
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