+10.4%
CNC vs VG
-44.6%
+54.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.4% |
| 7D | +2.2% | +14.0% | -11.8% | +2.1% |
| 30D | +1.6% | -1.0% | +2.6% | +1.6% |
| 3M | +7.9% | -2.7% | +10.6% | +7.9% |
| 6M | +21.2% | +1.5% | +19.7% | +21.0% |
| YTD | +73.2% | +93.7% | -20.5% | +74.1% |
| 1Y | +97.5% | +68.5% | +28.9% | +97.9% |
| All | +10.4% | -44.6% | +54.9% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling