+611.0%
VRT vs CNP
+55.3%
+555.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.1% | +4.3% |
| 7D | +9.1% | +1.1% | +8.0% | +9.2% |
| 30D | +0.9% | -1.8% | +2.8% | +0.7% |
| 3M | -13.4% | -4.6% | -8.7% | -13.9% |
| 6M | +11.7% | -8.8% | +20.5% | +10.7% |
| YTD | +73.2% | +5.2% | +68.0% | +73.6% |
| 1Y | +123.4% | +8.3% | +115.1% | +124.2% |
| All | +611.0% | +55.3% | +555.7% | +618.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling