+77.4%
CPT price history and return analytics
+229.7%
-152.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.1% |
| 7D | -1.4% | -0.1% | -1.2% | -1.3% |
| 30D | -4.6% | -0.7% | -3.9% | -4.1% |
| 3M | -9.0% | +4.0% | -13.0% | -12.0% |
| 6M | +1.1% | +12.3% | -11.2% | -8.4% |
| YTD | -3.5% | +14.0% | -17.5% | -13.7% |
| 1Y | -2.9% | +20.3% | -23.2% | -17.1% |
| 3Y | +13.5% | +75.4% | -61.9% | -29.3% |
| 5Y | -17.7% | +66.0% | -83.7% | -46.8% |
| All | +77.4% | +229.7% | -152.3% | -29.7% |
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