-69.0%
CPNG vs VUG
+114.7%
-183.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.0% |
| 6M | -19.9% | +14.6% | -34.6% | -31.5% |
| YTD | -35.2% | +9.0% | -44.2% | -41.2% |
| 1Y | -46.8% | +14.9% | -61.6% | -54.5% |
| 3Y | -20.2% | +86.0% | -106.2% | -63.8% |
| 5Y | -48.4% | +76.7% | -125.1% | -76.5% |
| All | -69.0% | +114.7% | -183.7% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling