-51.1%
CPNG vs VSH
+64.5%
-115.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -5.4% | +3.1% | -8.5% | -6.2% |
| 30D | -11.1% | -5.7% | -5.4% | -10.1% |
| 3M | -3.0% | -42.5% | +39.5% | +9.5% |
| 6M | -23.5% | +82.7% | -106.2% | -41.7% |
| YTD | -37.8% | +118.2% | -156.0% | -55.9% |
| 1Y | -54.3% | +109.7% | -164.0% | -67.5% |
| 3Y | -20.8% | +35.3% | -56.1% | -34.4% |
| 5Y | -51.1% | +65.6% | -116.7% | -68.3% |
| All | -51.1% | +64.5% | -115.6% | -68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling