-42.5%
CPNG vs VT
+58.5%
-101.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.4% |
| 7D | -6.9% | +2.9% | -9.8% | -11.0% |
| 30D | +1.1% | -2.5% | +3.6% | +5.2% |
| 3M | -6.3% | -3.3% | -3.0% | -1.3% |
| 6M | -3.8% | +1.5% | -5.4% | -6.1% |
| YTD | -35.2% | +11.4% | -46.5% | -45.5% |
| 1Y | -47.0% | +11.9% | -58.9% | -55.8% |
| 3Y | -0.2% | +73.9% | -74.1% | -62.7% |
| 5Y | -42.5% | +57.9% | -100.4% | -75.6% |
| All | -42.5% | +58.5% | -101.0% | -75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling