+61.1%
CNP vs VSH
+6.8%
+54.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -4.0% | +1.6% |
| 7D | -4.2% | -12.9% | +8.7% | -4.0% |
| 30D | +5.5% | -36.9% | +42.4% | +6.1% |
| 3M | +0.6% | -28.8% | +29.3% | +1.0% |
| 6M | -2.8% | -30.3% | +27.5% | -3.3% |
| YTD | +7.9% | +62.4% | -54.5% | +4.2% |
| 1Y | +6.7% | +62.5% | -55.9% | +3.0% |
| 3Y | +61.1% | +7.4% | +53.7% | +61.9% |
| All | +61.1% | +6.8% | +54.3% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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