+132.5%
CNP vs VNQ
+64.0%
+68.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.6% |
| 7D | -1.4% | -1.3% | -0.1% | -0.4% |
| 30D | -2.9% | -2.6% | -0.3% | -0.9% |
| 3M | -7.5% | -2.0% | -5.5% | -6.1% |
| 6M | -7.9% | +4.3% | -12.2% | -11.2% |
| YTD | +3.7% | +9.2% | -5.5% | -3.7% |
| 1Y | +4.6% | +5.6% | -1.0% | -0.4% |
| 3Y | +49.1% | +30.8% | +18.3% | +16.1% |
| 5Y | +69.2% | +8.0% | +61.3% | +52.7% |
| All | +132.5% | +64.0% | +68.4% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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