-43.8%
CPNG vs VT
+10.5%
-54.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.1% |
| 7D | +13.4% | -2.3% | +15.7% | +16.9% |
| 30D | +10.0% | -5.0% | +14.9% | +17.4% |
| 3M | -0.4% | -4.9% | +4.5% | +6.2% |
| 6M | -8.9% | -1.5% | -7.4% | -7.4% |
| YTD | -30.9% | +8.5% | -39.4% | -38.4% |
| 1Y | -43.8% | +11.4% | -55.2% | -51.6% |
| All | -43.8% | +10.5% | -54.3% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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