+1,511.1%
CNC vs VTV
+712.5%
+798.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -4.9% | -0.7% | -4.2% | -4.3% |
| 30D | -3.8% | -0.5% | -3.3% | -3.3% |
| 3M | -3.2% | +5.3% | -8.6% | -7.6% |
| 6M | +47.9% | +12.9% | +35.0% | +32.7% |
| YTD | +55.7% | +18.5% | +37.2% | +33.7% |
| 1Y | +106.2% | +25.3% | +81.0% | +68.9% |
| 3Y | -2.1% | +68.2% | -70.3% | -39.2% |
| 5Y | +3.4% | +80.6% | -77.2% | -39.8% |
| 10Y | +91.7% | +232.9% | -141.3% | -33.9% |
| All | +1,511.1% | +712.5% | +798.6% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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