+1,151.1%
CNC vs VNQ
+386.3%
+764.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.2% |
| 7D | -0.9% | -1.3% | +0.3% | -0.3% |
| 30D | -1.0% | -2.6% | +1.6% | +0.2% |
| 3M | +4.5% | -2.0% | +6.6% | +5.4% |
| 6M | +85.2% | +4.3% | +80.9% | +81.4% |
| YTD | +61.4% | +9.2% | +52.2% | +54.7% |
| 1Y | +94.9% | +5.6% | +89.3% | +89.5% |
| 3Y | 0.0% | +30.8% | -30.8% | -13.0% |
| 5Y | +11.2% | +8.0% | +3.2% | +4.9% |
| 10Y | +98.7% | +63.7% | +35.0% | +54.7% |
| All | +1,151.1% | +386.3% | +764.9% | +346.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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