+725.0%
VTV vs CNP
+816.3%
-91.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.1% |
| 7D | +0.5% | +1.1% | -0.6% | 0.0% |
| 30D | +1.1% | -1.8% | +2.9% | +1.9% |
| 3M | +5.9% | -4.6% | +10.5% | +7.9% |
| 6M | +11.6% | -8.8% | +20.5% | +15.9% |
| YTD | +19.8% | +5.2% | +14.6% | +16.3% |
| 1Y | +26.2% | +8.3% | +17.9% | +20.6% |
| 3Y | +68.5% | +54.9% | +13.6% | +34.1% |
| 5Y | +79.9% | +73.5% | +6.4% | +34.1% |
| 10Y | +229.7% | +139.1% | +90.6% | +92.7% |
| All | +725.0% | +816.3% | -91.3% | +149.2% |
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