+81.8%
VTV vs CNP
+69.1%
+12.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.7% | +0.7% | -1.3% | -0.9% |
| 30D | -0.5% | -0.1% | -0.4% | -0.5% |
| 3M | +5.3% | -5.6% | +10.9% | +7.2% |
| 6M | +12.9% | -7.5% | +20.4% | +15.5% |
| YTD | +18.5% | +5.5% | +13.0% | +15.5% |
| 1Y | +25.3% | +8.3% | +16.9% | +20.7% |
| 3Y | +68.2% | +51.8% | +16.4% | +40.4% |
| All | +81.8% | +69.1% | +12.8% | +45.1% |
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