+58.4%
CNP vs VLTO
+68.7%
-10.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.5% |
| 7D | -5.3% | +12.0% | -17.3% | -7.3% |
| 30D | +3.7% | +20.8% | -17.2% | 0.0% |
| 3M | -1.1% | +20.1% | -21.2% | -4.5% |
| 6M | -7.1% | +32.6% | -39.7% | -12.0% |
| YTD | +6.0% | +17.3% | -11.3% | +2.7% |
| 1Y | +5.2% | +17.3% | -12.1% | +1.8% |
| All | +58.4% | +68.7% | -10.3% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling