+140.6%
CNP vs VT
+222.7%
-82.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +2.5% | +2.9% | -0.4% | +0.2% |
| 30D | +4.0% | -2.5% | +6.5% | +5.8% |
| 3M | +1.6% | -3.3% | +5.0% | +3.9% |
| 6M | -1.7% | +1.5% | -3.2% | -3.7% |
| YTD | +8.6% | +11.4% | -2.7% | -1.7% |
| 1Y | +5.8% | +11.9% | -6.1% | -4.7% |
| 3Y | +63.0% | +73.9% | -10.9% | -1.8% |
| 5Y | +74.7% | +57.9% | +16.8% | +13.7% |
| All | +140.6% | +222.7% | -82.1% | -20.0% |
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