-46.0%
CPNG vs VSH
+38.9%
-85.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.6% | +0.3% |
| 7D | -6.8% | +14.3% | -21.1% | -10.0% |
| 30D | +5.5% | -7.9% | +13.3% | +6.2% |
| 3M | -6.8% | -19.9% | +13.1% | -3.7% |
| 6M | -4.8% | -30.5% | +25.7% | -2.3% |
| YTD | -35.6% | +85.7% | -121.3% | -53.5% |
| 1Y | -46.8% | +98.9% | -145.7% | -62.6% |
| 3Y | -0.8% | +32.1% | -32.9% | -22.9% |
| All | -46.0% | +38.9% | -85.0% | -64.8% |
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