-53.4%
CPNG vs VSH
+119.5%
-172.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.1% | -3.1% | +2.2% |
| 7D | -1.1% | +4.8% | -5.9% | -1.8% |
| 30D | -7.4% | -0.7% | -6.7% | -7.5% |
| 3M | -12.3% | -43.1% | +30.7% | -7.3% |
| 6M | -19.4% | +91.8% | -111.2% | -32.8% |
| YTD | -35.9% | +131.6% | -167.5% | -49.3% |
| 1Y | -53.4% | +118.1% | -171.5% | -62.5% |
| All | -53.4% | +119.5% | -172.9% | -62.5% |
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