+69.3%
CNP vs VNQ
+5.5%
+63.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.1% |
| 7D | -2.2% | -2.6% | +0.5% | -0.6% |
| 30D | -2.1% | -2.3% | +0.3% | -0.7% |
| 3M | -7.9% | -2.8% | -5.1% | -6.4% |
| 6M | -8.3% | +2.5% | -10.8% | -9.7% |
| YTD | +3.8% | +8.4% | -4.7% | -1.1% |
| 1Y | +5.9% | +6.8% | -0.9% | +1.7% |
| 3Y | +49.3% | +29.9% | +19.4% | +26.2% |
| 5Y | +69.3% | +7.2% | +62.1% | +57.4% |
| All | +69.3% | +5.5% | +63.7% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling