+828.4%
CNP vs VO
+797.8%
+30.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | -4.2% | -2.6% | -1.6% | -2.5% |
| 30D | +5.5% | -0.9% | +6.5% | +6.2% |
| 3M | +0.6% | -3.0% | +3.6% | +2.7% |
| 6M | -2.8% | +2.2% | -5.0% | -4.6% |
| YTD | +7.9% | +10.6% | -2.7% | -0.2% |
| 1Y | +6.7% | +12.5% | -5.9% | -2.7% |
| 3Y | +61.1% | +61.4% | -0.3% | +11.4% |
| 5Y | +73.0% | +33.4% | +39.5% | +34.7% |
| 10Y | +141.9% | +201.5% | -59.7% | +5.4% |
| All | +828.4% | +797.8% | +30.6% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 all: compounded portfolio wealth divided by compounded VO 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…
all analysis · Full analysis span regression · 6 months rolling