-46.0%
CPNG vs VCIT
+3.2%
-49.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.5% |
| 7D | +13.4% | +0.1% | +13.3% | +13.2% |
| 30D | +10.0% | +1.9% | +8.1% | +6.0% |
| 3M | -0.4% | -1.4% | +1.1% | +2.7% |
| 6M | -8.9% | -2.1% | -6.8% | -4.5% |
| YTD | -30.9% | -1.6% | -29.3% | -28.4% |
| 1Y | -43.8% | -0.9% | -42.9% | -42.6% |
| 3Y | -2.5% | +20.0% | -22.4% | -32.5% |
| All | -46.0% | +3.2% | -49.3% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling