+72.4%
CNP vs VEU
+47.7%
+24.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.2% |
| 7D | +2.5% | +2.4% | +0.1% | +1.7% |
| 30D | +4.0% | -2.0% | +6.0% | +4.7% |
| 3M | +1.6% | -5.1% | +6.8% | +3.3% |
| 6M | -1.7% | -0.7% | -1.0% | -1.9% |
| YTD | +8.6% | +11.0% | -2.4% | +3.1% |
| 1Y | +5.8% | +12.4% | -6.6% | -0.2% |
| 3Y | +63.0% | +69.8% | -6.8% | +25.1% |
| All | +72.4% | +47.7% | +24.7% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling