-22.4%
CPNG vs VO
+54.6%
-77.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.3% |
| 7D | -5.4% | -2.5% | -2.9% | -3.0% |
| 30D | -11.1% | -3.2% | -7.9% | -8.1% |
| 3M | -3.0% | +3.9% | -6.9% | -6.9% |
| 6M | -23.5% | +9.6% | -33.2% | -30.2% |
| YTD | -37.8% | +11.6% | -49.4% | -44.1% |
| 1Y | -54.3% | +12.6% | -66.9% | -59.3% |
| All | -22.4% | +54.6% | -77.0% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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