+74.2%
CCNR vs VT
+43.7%
+30.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +1.7% | +1.0% | +0.7% | +0.7% |
| 30D | +6.9% | -0.2% | +7.2% | +7.1% |
| 3M | +6.2% | +4.5% | +1.7% | +1.9% |
| 6M | +9.6% | +14.1% | -4.5% | -3.1% |
| YTD | +29.4% | +14.8% | +14.7% | +13.9% |
| 1Y | +50.6% | +21.2% | +29.4% | +26.0% |
| All | +74.2% | +43.7% | +30.4% | +23.2% |
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