+262.1%
CPTL price history and return analytics
+223.7%
+38.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.4% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | -1.8% | -2.6% | +0.8% | +0.8% |
| 3M | -1.5% | -3.2% | +1.7% | +1.8% |
| 6M | +5.0% | +0.9% | +4.1% | +3.9% |
| YTD | +12.8% | +11.3% | +1.4% | +0.9% |
| 1Y | +15.6% | +14.0% | +1.6% | +1.0% |
| 3Y | +70.0% | +75.8% | -5.9% | -3.7% |
| 5Y | +53.2% | +57.8% | -4.6% | -3.3% |
| 10Y | +262.1% | +219.8% | +42.3% | +19.0% |
| All | +262.1% | +223.7% | +38.4% | +19.0% |
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