-46.0%
CPNG vs VT
+53.4%
-99.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.2% |
| 7D | +13.4% | -2.3% | +15.7% | +17.7% |
| 30D | +10.0% | -5.0% | +14.9% | +19.1% |
| 3M | -0.4% | -4.9% | +4.5% | +7.7% |
| 6M | -8.9% | -1.5% | -7.4% | -6.6% |
| YTD | -30.9% | +8.5% | -39.4% | -39.5% |
| 1Y | -43.8% | +11.4% | -55.2% | -52.8% |
| 3Y | -2.5% | +70.1% | -72.5% | -62.0% |
| All | -46.0% | +53.4% | -99.4% | -76.6% |
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