-46.8%
CPNG vs VNQ
+9.6%
-56.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.3% |
| 7D | -7.4% | -1.3% | -6.2% | -7.2% |
| 30D | -4.4% | -2.9% | -1.5% | -3.8% |
| 3M | -7.5% | +0.8% | -8.3% | -8.7% |
| 6M | -19.9% | +2.5% | -22.4% | -23.1% |
| YTD | -35.2% | +10.6% | -45.8% | -39.3% |
| 1Y | -46.8% | +9.1% | -55.9% | -50.1% |
| All | -46.8% | +9.6% | -56.3% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling