-21.9%
CPNG vs VSH
+35.1%
-57.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -7.6% | +3.5% | -11.1% | -8.2% |
| 30D | -8.8% | -4.4% | -4.5% | -8.3% |
| 3M | -7.2% | -45.8% | +38.6% | +1.5% |
| 6M | -21.5% | +90.1% | -111.7% | -34.8% |
| YTD | -37.4% | +120.3% | -157.8% | -50.0% |
| 1Y | -54.3% | +112.2% | -166.6% | -63.4% |
| All | -21.9% | +35.1% | -57.0% | -29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling