+67.7%
CNP vs VLTO
+56.3%
+11.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.0% |
| 7D | -3.0% | +1.6% | -4.7% | -3.3% |
| 30D | +6.8% | +22.0% | -15.1% | +3.1% |
| 3M | +3.6% | +21.9% | -18.3% | 0.0% |
| 6M | 0.0% | +36.5% | -36.5% | -5.4% |
| YTD | +9.4% | +19.0% | -9.6% | +5.9% |
| 1Y | +6.8% | +21.0% | -14.1% | +2.9% |
| 3Y | +64.2% | +69.9% | -5.7% | +54.5% |
| All | +67.7% | +56.3% | +11.4% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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