+64.6%
CNP vs VIG
+66.1%
-1.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.1% | -0.6% |
| 7D | -4.3% | +0.4% | -4.7% | -4.5% |
| 30D | +5.7% | +4.3% | +1.5% | +3.9% |
| 3M | +0.9% | +2.0% | -1.1% | 0.0% |
| 6M | -1.1% | +10.2% | -11.2% | -5.0% |
| YTD | +8.3% | +14.8% | -6.5% | +2.1% |
| 1Y | +5.9% | +17.5% | -11.6% | -1.2% |
| 3Y | +64.6% | +67.4% | -2.8% | +6.7% |
| All | +64.6% | +66.1% | -1.4% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling