-77.3%
CPS price history and return analytics
+217.6%
-295.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.0% | +6.5% |
| 7D | -3.9% | -0.1% | -3.8% | -2.3% |
| 30D | -6.0% | -3.1% | -2.9% | +1.3% |
| 3M | -30.5% | -3.5% | -27.0% | -24.2% |
| 6M | -35.9% | +0.5% | -36.4% | -35.3% |
| YTD | -39.9% | +10.8% | -50.7% | -49.6% |
| 1Y | -31.6% | +11.9% | -43.5% | -43.8% |
| 3Y | +13.1% | +73.0% | -59.9% | -59.4% |
| 5Y | -15.1% | +58.6% | -73.7% | -59.7% |
| 10Y | -77.3% | +219.2% | -296.5% | -95.6% |
| All | -77.3% | +217.6% | -295.0% | -95.6% |
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