-51.1%
CPNG vs VO
+40.2%
-91.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.7% |
| 7D | -5.4% | -2.5% | -2.9% | -2.0% |
| 30D | -11.1% | -3.2% | -7.9% | -6.9% |
| 3M | -3.0% | +3.9% | -6.9% | -8.3% |
| 6M | -23.5% | +9.6% | -33.2% | -32.8% |
| YTD | -37.8% | +11.6% | -49.4% | -46.7% |
| 1Y | -54.3% | +12.6% | -66.9% | -61.5% |
| 3Y | -20.8% | +55.4% | -76.2% | -60.4% |
| 5Y | -51.1% | +41.8% | -92.9% | -72.1% |
| All | -51.1% | +40.2% | -91.3% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling