-46.9%
CPNG vs VSH
+62.1%
-109.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -5.1% | +17.0% | +12.5% |
| 7D | +20.8% | -13.6% | +34.5% | +22.7% |
| 30D | +20.1% | -30.4% | +50.4% | +24.9% |
| 3M | +1.6% | -33.3% | +34.9% | +6.0% |
| 6M | -15.8% | -15.1% | -0.8% | -18.9% |
| YTD | -27.7% | +80.2% | -107.9% | -43.3% |
| 1Y | -46.9% | +63.4% | -110.3% | -57.1% |
| All | -46.9% | +62.1% | -109.0% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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