+228.7%
VTV vs CNP
+137.0%
+91.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.1% | -1.4% | +0.3% | -0.6% |
| 30D | -1.0% | -2.9% | +1.9% | 0.0% |
| 3M | +4.6% | -7.5% | +12.2% | +7.6% |
| 6M | +13.5% | -7.9% | +21.4% | +16.7% |
| YTD | +18.5% | +3.7% | +14.7% | +16.1% |
| 1Y | +22.9% | +4.6% | +18.3% | +19.8% |
| 3Y | +67.8% | +49.1% | +18.7% | +40.2% |
| 5Y | +81.8% | +69.2% | +12.6% | +43.1% |
| All | +228.7% | +137.0% | +91.7% | +112.8% |
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 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