+95.2%
CNC vs VEU
+155.0%
-59.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +0.8% |
| 7D | -0.9% | -1.4% | +0.5% | +0.1% |
| 30D | -1.0% | -0.4% | -0.5% | -0.8% |
| 3M | +4.5% | +2.5% | +2.0% | +2.4% |
| 6M | +85.2% | +11.1% | +74.1% | +69.4% |
| YTD | +61.4% | +16.5% | +44.9% | +41.9% |
| 1Y | +94.9% | +22.9% | +72.0% | +64.3% |
| 3Y | 0.0% | +73.4% | -73.4% | -36.9% |
| 5Y | +11.2% | +56.1% | -44.9% | -23.6% |
| All | +95.2% | +155.0% | -59.7% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling