+1,077.7%
VRT vs CPNG
-76.9%
+1,154.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | -7.7% | -5.4% | -2.3% | -6.3% |
| 30D | -12.0% | -11.1% | -0.9% | -9.4% |
| 3M | -11.7% | -3.0% | -8.7% | -12.0% |
| 6M | -8.1% | -23.5% | +15.4% | -3.2% |
| YTD | +53.2% | -37.8% | +91.0% | +70.4% |
| 1Y | +81.7% | -54.3% | +136.0% | +120.4% |
| 3Y | +535.3% | -20.8% | +556.1% | +544.9% |
| 5Y | +916.4% | -51.1% | +967.4% | +934.1% |
| All | +1,077.7% | -76.9% | +1,154.6% | +1,125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CPNG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling