+2.3%
CNBS vs VT
+19.6%
-17.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.4% |
| 7D | -4.6% | -1.1% | -3.5% | -3.2% |
| 30D | +3.4% | -1.0% | +4.4% | +4.7% |
| 3M | -9.5% | +3.2% | -12.7% | -13.4% |
| 6M | +17.9% | +12.5% | +5.5% | -2.3% |
| YTD | -2.0% | +14.1% | -16.1% | -19.1% |
| 1Y | +2.3% | +18.9% | -16.6% | -24.4% |
| All | +2.3% | +19.6% | -17.4% | -24.4% |
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 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