-69.3%
CPNG vs VNQ
+29.7%
-99.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.3% | +2.4% |
| 7D | -1.1% | -1.3% | +0.2% | 0.0% |
| 30D | -7.4% | -2.6% | -4.8% | -5.2% |
| 3M | -12.3% | -2.0% | -10.3% | -11.4% |
| 6M | -19.4% | +4.3% | -23.8% | -23.3% |
| YTD | -35.9% | +9.2% | -45.1% | -41.6% |
| 1Y | -53.4% | +5.6% | -59.0% | -56.3% |
| 3Y | -20.0% | +30.8% | -50.8% | -40.2% |
| 5Y | -49.6% | +8.0% | -57.5% | -53.8% |
| All | -69.3% | +29.7% | -99.0% | -71.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling