+69.5%
VG vs CNP
+6.0%
+63.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.6% |
| 7D | +5.5% | -0.1% | +5.6% | +5.5% |
| 30D | -3.6% | +5.0% | -8.6% | -3.5% |
| 3M | -4.0% | +2.7% | -6.6% | -3.8% |
| 6M | +9.4% | -1.9% | +11.3% | +10.0% |
| YTD | +86.6% | +8.8% | +77.9% | +55.6% |
| 1Y | +69.5% | +5.6% | +63.9% | +53.8% |
| All | +69.5% | +6.0% | +63.5% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 1y: compounded portfolio wealth divided by compounded CNP 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…
1y analysis · Full analysis span regression · 6 months rolling