+130.8%
CNP vs VT
+214.8%
-84.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +0.4% |
| 7D | -5.3% | -4.2% | -1.1% | -2.4% |
| 30D | +3.7% | -5.8% | +9.5% | +8.2% |
| 3M | -1.1% | -5.2% | +4.2% | +2.7% |
| 6M | -7.1% | +0.1% | -7.3% | -8.1% |
| YTD | +6.0% | +8.2% | -2.2% | -1.9% |
| 1Y | +5.2% | +10.1% | -4.9% | -4.2% |
| 3Y | +57.5% | +69.7% | -12.1% | -3.4% |
| 5Y | +70.0% | +53.4% | +16.7% | +13.1% |
| All | +130.8% | +214.8% | -84.0% | -21.7% |
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