-46.8%
CPNG vs VUG
+15.8%
-62.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | -7.4% | -0.1% | -7.3% | -7.4% |
| 30D | -4.4% | -0.3% | -4.1% | -4.2% |
| 3M | -7.5% | -0.7% | -6.8% | -6.9% |
| 6M | -19.9% | +14.6% | -34.6% | -31.6% |
| YTD | -35.2% | +9.0% | -44.2% | -41.6% |
| 1Y | -46.8% | +14.9% | -61.6% | -54.9% |
| All | -46.8% | +15.8% | -62.5% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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