-46.0%
CPNG vs VCIT
+3.7%
-49.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.3% |
| 7D | -6.8% | -1.4% | -5.3% | -3.9% |
| 30D | +5.5% | +0.6% | +4.9% | +4.5% |
| 3M | -6.8% | -2.2% | -4.5% | -2.2% |
| 6M | -4.8% | -2.3% | -2.5% | +0.4% |
| YTD | -35.6% | -2.2% | -33.4% | -32.4% |
| 1Y | -46.8% | -1.4% | -45.4% | -45.0% |
| 3Y | -0.8% | +18.7% | -19.5% | -30.2% |
| All | -46.0% | +3.7% | -49.7% | -52.2% |
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