+53.4%
CCNR vs VT
+39.4%
+14.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.1% |
| 7D | -0.5% | +0.4% | -0.9% | -1.0% |
| 30D | -4.0% | -2.6% | -1.4% | -1.9% |
| 3M | -5.8% | -3.2% | -2.6% | -3.2% |
| 6M | -9.4% | +0.9% | -10.4% | -10.4% |
| YTD | +14.0% | +11.3% | +2.7% | +3.0% |
| 1Y | +21.8% | +14.0% | +7.8% | +7.6% |
| All | +53.4% | +39.4% | +14.0% | +11.3% |
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