+132.5%
CNP vs VTEB
+17.9%
+114.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.6% |
| 7D | -1.4% | -0.9% | -0.5% | +0.1% |
| 30D | -2.9% | -2.5% | -0.4% | +1.1% |
| 3M | -7.5% | -3.0% | -4.6% | -2.9% |
| 6M | -7.9% | -2.1% | -5.8% | -4.7% |
| YTD | +3.7% | -1.5% | +5.2% | +6.2% |
| 1Y | +4.6% | +0.2% | +4.4% | +4.2% |
| 3Y | +49.1% | +8.6% | +40.6% | +29.5% |
| 5Y | +69.2% | +1.2% | +68.0% | +66.3% |
| All | +132.5% | +17.9% | +114.6% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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