-63.8%
CFND vs VT
+23.3%
-87.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +14.4% | +0.4% | +14.0% | +13.9% |
| 30D | +6.4% | +1.0% | +5.4% | +5.7% |
| 3M | -0.3% | +2.4% | -2.7% | -2.3% |
| 6M | -19.1% | +12.0% | -31.1% | -28.2% |
| YTD | -35.3% | +15.3% | -50.6% | -43.6% |
| 1Y | -63.8% | +22.6% | -86.4% | -69.0% |
| All | -63.8% | +23.3% | -87.1% | -69.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling