+74.6%
CNP vs VIG
+63.4%
+11.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.1% | -1.1% |
| 7D | -4.3% | +0.4% | -4.7% | -4.6% |
| 30D | +5.7% | +4.3% | +1.5% | +3.0% |
| 3M | +0.9% | +2.0% | -1.1% | -0.4% |
| 6M | -1.1% | +10.2% | -11.2% | -6.9% |
| YTD | +8.3% | +14.8% | -6.5% | -0.9% |
| 1Y | +5.9% | +17.5% | -11.6% | -4.6% |
| 3Y | +64.6% | +67.4% | -2.8% | +13.4% |
| 5Y | +74.6% | +63.4% | +11.2% | +20.8% |
| All | +74.6% | +63.4% | +11.2% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling