+1,438.5%
CNC vs VT
+374.2%
+1,064.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +3.5% | +0.4% | +3.1% | +3.2% |
| 30D | +0.1% | +1.0% | -0.9% | -0.7% |
| 3M | +6.9% | +2.4% | +4.5% | +4.7% |
| 6M | +49.0% | +12.0% | +37.0% | +35.8% |
| YTD | +62.9% | +15.3% | +47.6% | +45.0% |
| 1Y | +134.0% | +22.6% | +111.4% | +98.7% |
| 3Y | +9.4% | +74.7% | -65.3% | -31.1% |
| 5Y | +4.1% | +66.1% | -62.0% | -32.6% |
| 10Y | +95.4% | +225.0% | -129.6% | -24.7% |
| All | +1,438.5% | +374.2% | +1,064.3% | +381.8% |
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