+5.6%
CNC vs VEU
+55.0%
-49.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +1.2% |
| 7D | -0.9% | -1.4% | +0.5% | -0.4% |
| 30D | -1.0% | -0.4% | -0.5% | -0.9% |
| 3M | +4.5% | +2.5% | +2.0% | +3.5% |
| 6M | +85.2% | +11.1% | +74.1% | +76.7% |
| YTD | +61.4% | +16.5% | +44.9% | +50.6% |
| 1Y | +94.9% | +22.9% | +72.0% | +77.4% |
| 3Y | 0.0% | +73.4% | -73.4% | -22.3% |
| All | +5.6% | +55.0% | -49.4% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling