+123.9%
CNC vs VG
+14.9%
+109.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -3.8% |
| 7D | -1.0% | -2.5% | +1.5% | -0.9% |
| 30D | -1.8% | +11.1% | -12.9% | -2.3% |
| 3M | -0.7% | +14.9% | -15.6% | -1.6% |
| 6M | +47.9% | +18.4% | +29.6% | +45.3% |
| YTD | +56.9% | +116.6% | -59.6% | +52.9% |
| 1Y | +123.9% | +9.4% | +114.6% | +127.6% |
| All | +123.9% | +14.9% | +109.1% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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