+1.8%
CNC vs VLTO
+56.3%
-54.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +4.0% | +1.6% | +2.4% | +3.7% |
| 30D | +7.4% | +22.0% | -14.6% | +3.3% |
| 3M | +5.4% | +21.9% | -16.5% | +1.4% |
| 6M | +25.4% | +36.5% | -11.1% | +17.7% |
| YTD | +70.6% | +19.0% | +51.6% | +64.2% |
| 1Y | +104.9% | +21.0% | +84.0% | +96.9% |
| 3Y | -2.3% | +69.9% | -72.2% | -9.2% |
| All | +1.8% | +56.3% | -54.6% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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