+6.7%
CNP vs VLTO
+18.3%
-11.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.3% | +1.7% |
| 7D | -4.2% | +5.4% | -9.6% | -4.5% |
| 30D | +5.5% | +22.3% | -16.8% | +4.3% |
| 3M | +0.6% | +19.6% | -19.0% | -0.5% |
| 6M | -2.8% | +35.2% | -38.0% | -3.7% |
| YTD | +7.9% | +17.9% | -10.0% | +5.2% |
| 1Y | +6.7% | +19.5% | -12.9% | +4.6% |
| All | +6.7% | +18.3% | -11.6% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling