+94.2%
CCNE vs VT
+69.4%
+24.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | +1.1% |
| 7D | +1.0% | -4.2% | +5.2% | +4.5% |
| 30D | +6.3% | -5.8% | +12.1% | +11.5% |
| 3M | +1.7% | -5.2% | +7.0% | +6.1% |
| 6M | +18.2% | +0.1% | +18.1% | +16.9% |
| YTD | +39.9% | +8.2% | +31.7% | +28.3% |
| 1Y | +49.4% | +10.1% | +39.2% | +34.5% |
| All | +94.2% | +69.4% | +24.8% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling