-94.8%
CUPR price history and return analytics
+46.0%
-140.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -3.7% |
| 7D | -10.4% | -0.7% | -9.7% | -9.5% |
| 30D | -16.5% | -1.7% | -14.8% | -14.6% |
| 3M | -42.4% | -2.3% | -40.1% | -40.4% |
| 6M | -20.7% | +1.5% | -22.2% | -19.6% |
| YTD | -46.2% | +12.0% | -58.3% | -44.5% |
| 1Y | -70.5% | +12.9% | -83.4% | -69.8% |
| All | -94.8% | +46.0% | -140.9% | -95.1% |
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