-2.5%
CPNG vs VCIT
+19.7%
-22.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.6% |
| 7D | +13.4% | +0.1% | +13.3% | +13.2% |
| 30D | +10.0% | +1.9% | +8.1% | +6.4% |
| 3M | -0.4% | -1.4% | +1.1% | +2.3% |
| 6M | -8.9% | -2.1% | -6.8% | -5.3% |
| YTD | -30.9% | -1.6% | -29.3% | -28.8% |
| 1Y | -43.8% | -0.9% | -42.9% | -42.7% |
| 3Y | -2.5% | +20.0% | -22.4% | -30.5% |
| All | -2.5% | +19.7% | -22.1% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling