+136.4%
CNP vs VEU
+155.6%
-19.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.3% |
| 7D | +0.7% | +0.3% | +0.4% | +0.4% |
| 30D | -0.1% | +0.7% | -0.7% | -0.6% |
| 3M | -5.6% | +4.7% | -10.3% | -9.2% |
| 6M | -7.5% | +11.6% | -19.1% | -15.9% |
| YTD | +5.5% | +16.8% | -11.3% | -7.7% |
| 1Y | +8.3% | +24.9% | -16.5% | -10.3% |
| 3Y | +51.8% | +75.7% | -24.0% | -7.0% |
| 5Y | +69.9% | +56.1% | +13.8% | +14.3% |
| All | +136.4% | +155.6% | -19.2% | -4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling