-3.6%
CPNG vs VLTO
+54.8%
-58.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | +13.4% | +5.4% | +8.0% | +11.2% |
| 30D | +10.0% | +22.3% | -12.3% | +1.6% |
| 3M | -0.4% | +19.6% | -20.0% | -7.2% |
| 6M | -8.9% | +35.2% | -44.1% | -19.8% |
| YTD | -30.9% | +17.9% | -48.8% | -35.6% |
| 1Y | -43.8% | +19.5% | -63.3% | -48.1% |
| 3Y | -2.5% | +73.9% | -76.4% | -22.0% |
| All | -3.6% | +54.8% | -58.5% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling