+1,500.5%
CNC vs VT
+346.0%
+1,154.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.2% | -6.1% |
| 7D | +1.9% | -2.3% | +4.2% | +3.8% |
| 30D | +7.3% | -5.0% | +12.3% | +11.5% |
| 3M | +8.6% | -4.9% | +13.5% | +12.8% |
| 6M | +26.0% | -1.5% | +27.6% | +27.0% |
| YTD | +69.5% | +8.5% | +61.0% | +57.9% |
| 1Y | +88.0% | +11.4% | +76.6% | +71.6% |
| 3Y | -2.9% | +70.1% | -73.0% | -37.6% |
| 5Y | -6.0% | +53.7% | -59.7% | -35.5% |
| 10Y | +126.4% | +220.0% | -93.6% | -11.7% |
| All | +1,500.5% | +346.0% | +1,154.4% | +424.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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