+53.4%
VT vs CNP
+69.8%
-16.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -3.4% |
| 7D | -4.2% | -5.3% | +1.1% | -2.9% |
| 30D | -5.8% | +3.7% | -9.5% | -6.8% |
| 3M | -5.2% | -1.1% | -4.2% | -5.1% |
| 6M | +0.1% | -7.1% | +7.3% | +1.7% |
| YTD | +8.2% | +6.0% | +2.2% | +5.4% |
| 1Y | +10.1% | +5.2% | +4.9% | +7.4% |
| 3Y | +69.7% | +57.5% | +12.1% | +41.9% |
| 5Y | +53.4% | +70.0% | -16.7% | +24.2% |
| All | +53.4% | +69.8% | -16.4% | +24.2% |
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