-68.0%
CFND vs VT
+11.9%
-80.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.1% |
| 7D | -3.4% | +2.4% | -5.8% | -6.8% |
| 30D | -19.2% | -1.5% | -17.7% | -17.2% |
| 3M | -26.2% | -4.1% | -22.1% | -20.6% |
| 6M | -36.4% | +0.6% | -36.9% | -35.7% |
| YTD | -56.6% | +11.0% | -67.7% | -61.7% |
| 1Y | -68.0% | +13.3% | -81.4% | -72.9% |
| All | -68.0% | +11.9% | -80.0% | -72.9% |
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