+137.2%
CCNE vs VT
+215.5%
-78.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +0.9% | -2.3% | +3.2% | +3.4% |
| 30D | +7.3% | -5.0% | +12.2% | +13.0% |
| 3M | +2.4% | -4.9% | +7.3% | +7.6% |
| 6M | +17.0% | -1.5% | +18.6% | +17.9% |
| YTD | +39.2% | +8.5% | +30.8% | +25.6% |
| 1Y | +50.0% | +11.4% | +38.6% | +31.3% |
| 3Y | +93.2% | +70.1% | +23.1% | +5.2% |
| 5Y | +51.4% | +53.7% | -2.3% | -8.1% |
| All | +137.2% | +215.5% | -78.3% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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