+132.5%
CNP vs VEU
+152.3%
-19.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.4% | -0.7% |
| 7D | -2.2% | -1.9% | -0.2% | -0.8% |
| 30D | -2.1% | -0.7% | -1.3% | -1.6% |
| 3M | -7.9% | +4.9% | -12.8% | -11.5% |
| 6M | -8.3% | +9.8% | -18.2% | -15.7% |
| YTD | +3.8% | +15.3% | -11.5% | -8.4% |
| 1Y | +5.9% | +23.0% | -17.2% | -11.4% |
| 3Y | +49.3% | +73.5% | -24.2% | -7.7% |
| 5Y | +69.3% | +54.5% | +14.8% | +14.7% |
| All | +132.5% | +152.3% | -19.8% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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