+51.5%
CCNR vs VT
+38.8%
+12.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.8% |
| 7D | -0.8% | -0.1% | -0.6% | -0.8% |
| 30D | -5.2% | -3.1% | -2.2% | -2.7% |
| 3M | -8.8% | -3.5% | -5.3% | -6.0% |
| 6M | -10.6% | +0.5% | -11.0% | -11.1% |
| YTD | +12.6% | +10.8% | +1.8% | +2.1% |
| 1Y | +17.9% | +11.9% | +6.0% | +6.0% |
| All | +51.5% | +38.8% | +12.7% | +10.4% |
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