-46.9%
CPNG vs VTV
+28.2%
-75.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.5% | +10.5% | +10.1% |
| 7D | +20.8% | +1.8% | +19.1% | +18.4% |
| 30D | +20.1% | +6.0% | +14.1% | +12.4% |
| 3M | +1.6% | +3.7% | -2.0% | -2.3% |
| 6M | -15.8% | +13.9% | -29.8% | -27.4% |
| YTD | -27.7% | +22.8% | -50.5% | -41.1% |
| 1Y | -46.9% | +27.9% | -74.8% | -58.3% |
| All | -46.9% | +28.2% | -75.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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