-12.7%
CPNG vs VLTO
+25.1%
-37.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -7.6% | -2.6% | -5.0% | -6.6% |
| 30D | -8.8% | -2.5% | -6.4% | -7.9% |
| 3M | -7.2% | +10.1% | -17.3% | -11.2% |
| 6M | -21.5% | +1.0% | -22.5% | -22.1% |
| YTD | -37.4% | -4.8% | -32.6% | -36.5% |
| 1Y | -54.3% | -9.3% | -45.0% | -52.8% |
| All | -12.7% | +25.1% | -37.8% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling