-69.3%
CPNG vs VTV
+95.1%
-164.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.3% | +2.2% |
| 7D | -1.1% | -1.1% | 0.0% | +0.3% |
| 30D | -7.4% | -1.0% | -6.3% | -6.1% |
| 3M | -12.3% | +4.6% | -17.0% | -17.4% |
| 6M | -19.4% | +13.5% | -33.0% | -31.1% |
| YTD | -35.9% | +18.5% | -54.4% | -48.0% |
| 1Y | -53.4% | +22.9% | -76.3% | -63.9% |
| 3Y | -20.0% | +67.8% | -87.8% | -59.9% |
| 5Y | -49.6% | +81.8% | -131.4% | -75.6% |
| All | -69.3% | +95.1% | -164.4% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling