+1,834.4%
CNP vs VTRS
+557.1%
+1,277.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.4% |
| 7D | +1.6% | -0.1% | +1.8% | +1.7% |
| 30D | -0.8% | +1.9% | -2.6% | -1.1% |
| 3M | -3.6% | +5.1% | -8.6% | -4.4% |
| 6M | -6.9% | +20.1% | -27.0% | -9.7% |
| YTD | +6.4% | +36.6% | -30.1% | +1.2% |
| 1Y | +9.9% | +64.1% | -54.2% | +1.6% |
| 3Y | +53.1% | +86.4% | -33.3% | +37.2% |
| 5Y | +72.0% | +40.9% | +31.1% | +57.9% |
| 10Y | +131.5% | -48.7% | +180.2% | +132.7% |
| All | +1,834.4% | +557.1% | +1,277.3% | +1,282.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 all: compounded portfolio wealth divided by compounded VTRS 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…
all analysis · Full analysis span regression · 6 months rolling