+95.2%
CNC vs VO
+200.3%
-105.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | -0.9% | -1.5% | +0.6% | +0.2% |
| 30D | -1.0% | -3.0% | +2.1% | +1.4% |
| 3M | +4.5% | +2.8% | +1.7% | +2.3% |
| 6M | +85.2% | +10.9% | +74.3% | +70.3% |
| YTD | +61.4% | +12.5% | +49.0% | +46.9% |
| 1Y | +94.9% | +12.0% | +82.9% | +77.9% |
| 3Y | 0.0% | +56.3% | -56.3% | -31.9% |
| 5Y | +11.2% | +42.9% | -31.7% | -19.8% |
| All | +95.2% | +200.3% | -105.0% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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