+75.7%
VOO vs CNP
+75.8%
-0.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -2.3% | +5.0% | -7.4% | -3.8% |
| 3M | -1.2% | +2.7% | -3.8% | -2.0% |
| 6M | +3.3% | -1.9% | +5.2% | +3.4% |
| YTD | +12.3% | +8.8% | +3.6% | +8.5% |
| 1Y | +12.5% | +5.6% | +6.8% | +9.6% |
| 3Y | +79.2% | +63.2% | +16.0% | +46.0% |
| 5Y | +75.7% | +73.8% | +1.9% | +38.6% |
| All | +75.7% | +75.8% | -0.1% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling