+294.5%
VTI vs CNP
+137.1%
+157.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | 0.0% |
| 7D | -2.0% | -2.2% | +0.1% | -1.3% |
| 30D | -1.9% | -2.1% | +0.1% | -1.3% |
| 3M | +4.5% | -7.9% | +12.5% | +7.3% |
| 6M | +12.6% | -8.3% | +20.9% | +15.5% |
| YTD | +12.0% | +3.8% | +8.2% | +9.7% |
| 1Y | +17.3% | +5.9% | +11.5% | +13.9% |
| 3Y | +75.3% | +49.3% | +26.1% | +47.6% |
| 5Y | +74.0% | +69.3% | +4.7% | +38.7% |
| All | +294.5% | +137.1% | +157.5% | +159.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling