-94.6%
CUPR price history and return analytics
+41.4%
-136.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.4% |
| 7D | +1.7% | -2.3% | +4.0% | +4.9% |
| 30D | -9.5% | -5.0% | -4.6% | -3.7% |
| 3M | -46.3% | -4.9% | -41.4% | -42.5% |
| 6M | -14.4% | -1.5% | -12.9% | -9.8% |
| YTD | -43.8% | +8.5% | -52.2% | -39.6% |
| 1Y | -73.3% | +11.4% | -84.7% | -72.0% |
| All | -94.6% | +41.4% | -136.0% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling