+69.9%
CNP vs VTR
+88.4%
-18.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.7% |
| 7D | +0.7% | -2.9% | +3.6% | +1.7% |
| 30D | -0.1% | -2.8% | +2.7% | +0.8% |
| 3M | -5.6% | +9.0% | -14.6% | -8.8% |
| 6M | -7.5% | +5.0% | -12.4% | -9.5% |
| YTD | +5.5% | +16.9% | -11.4% | -0.7% |
| 1Y | +8.3% | +34.3% | -25.9% | -3.1% |
| 3Y | +51.8% | +131.6% | -79.8% | +10.3% |
| 5Y | +69.9% | +88.0% | -18.1% | +29.2% |
| All | +69.9% | +88.4% | -18.6% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 5y: compounded portfolio wealth divided by compounded VTR 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…
5y analysis · Full analysis span regression · 6 months rolling