-2.8%
CNP vs VSH
-29.0%
+26.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -4.0% | +1.7% |
| 7D | -4.2% | -12.9% | +8.7% | -4.3% |
| 30D | +5.5% | -36.9% | +42.4% | +5.0% |
| 3M | +0.6% | -28.8% | +29.3% | +0.4% |
| 6M | -2.8% | -30.3% | +27.5% | -4.7% |
| All | -2.8% | -29.0% | +26.2% | -4.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling