+33.9%
CNAV vs VT
+21.4%
+12.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.9% |
| 7D | +2.8% | +1.0% | +1.8% | +0.9% |
| 30D | +1.2% | -0.2% | +1.4% | +1.7% |
| 3M | -7.3% | +4.5% | -11.9% | -13.8% |
| 6M | +26.2% | +14.1% | +12.1% | +3.8% |
| YTD | +27.2% | +14.8% | +12.5% | +3.8% |
| 1Y | +33.9% | +21.2% | +12.7% | +0.7% |
| All | +33.9% | +21.4% | +12.5% | +0.7% |
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