-0.6%
CNC vs VLTO
+56.1%
-56.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +3.0% | +2.0% | +1.0% | +2.6% |
| 30D | +4.9% | +21.8% | -16.9% | +0.9% |
| 3M | +4.2% | +20.2% | -16.0% | +0.5% |
| 6M | +22.5% | +36.3% | -13.9% | +15.0% |
| YTD | +66.6% | +18.8% | +47.7% | +60.4% |
| 1Y | +82.5% | +20.4% | +62.1% | +75.4% |
| 3Y | -4.1% | +71.9% | -76.0% | -10.7% |
| All | -0.6% | +56.1% | -56.8% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling