+110.5%
CNC vs ITOT
+14.7%
+95.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.5% | +11.1% | +12.0% |
| 7D | +13.4% | -0.7% | +14.0% | +13.5% |
| 30D | +18.2% | -1.1% | +19.3% | +18.5% |
| 3M | +18.6% | -0.8% | +19.5% | +18.8% |
| 6M | +41.9% | +7.0% | +34.9% | +39.0% |
| YTD | +84.7% | +13.3% | +71.4% | +74.2% |
| 1Y | +110.5% | +14.8% | +95.7% | +97.0% |
| All | +110.5% | +14.7% | +95.8% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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