-20.0%
CPNG vs VGT
+123.9%
-143.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +2.4% |
| 7D | -1.1% | -0.2% | -0.9% | -1.0% |
| 30D | -7.4% | -0.4% | -6.9% | -7.3% |
| 3M | -12.3% | +4.4% | -16.8% | -15.3% |
| 6M | -19.4% | +32.1% | -51.5% | -32.4% |
| YTD | -35.9% | +28.8% | -64.7% | -45.4% |
| 1Y | -53.4% | +35.3% | -88.8% | -61.4% |
| 3Y | -20.0% | +124.8% | -144.8% | -52.7% |
| All | -20.0% | +123.9% | -143.9% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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