-46.8%
CPNG vs VTR
+36.9%
-83.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.7% |
| 7D | -7.4% | -1.7% | -5.8% | -7.7% |
| 30D | -4.4% | -2.4% | -2.0% | -4.7% |
| 3M | -7.5% | +14.8% | -22.3% | -8.2% |
| 6M | -19.9% | +5.3% | -25.3% | -19.7% |
| YTD | -35.2% | +18.1% | -53.3% | -34.8% |
| 1Y | -46.8% | +36.7% | -83.5% | -46.1% |
| All | -46.8% | +36.9% | -83.7% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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