+134.8%
CNP vs VT
+215.5%
-80.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -4.2% | -2.3% | -1.9% | -2.6% |
| 30D | +5.5% | -5.0% | +10.5% | +9.4% |
| 3M | +0.6% | -4.9% | +5.5% | +4.2% |
| 6M | -2.8% | -1.5% | -1.3% | -2.5% |
| YTD | +7.9% | +8.5% | -0.6% | -0.4% |
| 1Y | +6.7% | +11.4% | -4.7% | -3.7% |
| 3Y | +61.1% | +70.1% | -8.9% | -1.4% |
| 5Y | +73.0% | +53.7% | +19.2% | +14.9% |
| All | +134.8% | +215.5% | -80.7% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling