+53.1%
CNP vs VIG
+57.1%
-4.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.5% |
| 7D | +1.6% | -0.4% | +2.1% | +1.8% |
| 30D | -0.8% | -2.1% | +1.3% | +0.1% |
| 3M | -3.6% | +3.3% | -6.9% | -5.0% |
| 6M | -6.9% | +9.3% | -16.2% | -10.6% |
| YTD | +6.4% | +10.1% | -3.7% | +1.8% |
| 1Y | +9.9% | +14.7% | -4.8% | +3.0% |
| 3Y | +53.1% | +56.9% | -3.8% | +9.1% |
| All | +53.1% | +57.1% | -4.0% | +9.1% |
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