+740.0%
VTV vs CNP
+851.4%
-111.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | +2.9% | +1.3% | +1.6% | +2.3% |
| 30D | +3.8% | +3.8% | 0.0% | +1.9% |
| 3M | +1.6% | +2.4% | -0.8% | +0.2% |
| 6M | +11.2% | -1.2% | +12.4% | +11.2% |
| YTD | +22.0% | +9.3% | +12.7% | +16.1% |
| 1Y | +24.9% | +6.4% | +18.5% | +20.2% |
| 3Y | +78.5% | +66.4% | +12.1% | +37.4% |
| 5Y | +77.8% | +75.7% | +2.1% | +31.8% |
| 10Y | +231.1% | +145.1% | +85.9% | +91.6% |
| All | +740.0% | +851.4% | -111.4% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling