+53.1%
CNP vs VSH
+32.2%
+20.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.1% |
| 7D | +1.6% | +6.2% | -4.6% | +1.6% |
| 30D | -0.8% | -11.1% | +10.3% | -0.6% |
| 3M | -3.6% | -44.9% | +41.3% | -2.9% |
| 6M | -6.9% | +90.0% | -96.9% | -9.8% |
| YTD | +6.4% | +118.8% | -112.4% | +2.4% |
| 1Y | +9.9% | +109.0% | -99.0% | +5.9% |
| 3Y | +53.1% | +35.6% | +17.5% | +49.9% |
| All | +53.1% | +32.2% | +20.8% | +49.9% |
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