+67.8%
VTV vs CNP
+52.2%
+15.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -0.7% | +0.7% | -1.3% | -0.8% |
| 30D | -0.5% | -0.1% | -0.4% | -0.5% |
| 3M | +5.3% | -5.6% | +10.9% | +6.6% |
| 6M | +12.9% | -7.5% | +20.4% | +14.7% |
| YTD | +18.5% | +5.5% | +13.0% | +16.4% |
| 1Y | +25.3% | +8.3% | +16.9% | +22.0% |
| All | +67.8% | +52.2% | +15.6% | +47.6% |
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