+110.5%
CNC vs VYM
+21.8%
+88.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.2% | +11.4% | +11.5% |
| 7D | +13.4% | +1.2% | +12.2% | +12.3% |
| 30D | +18.2% | +5.2% | +13.0% | +13.5% |
| 3M | +18.6% | +0.5% | +18.1% | +17.9% |
| 6M | +41.9% | +7.7% | +34.2% | +34.3% |
| YTD | +84.7% | +17.2% | +67.5% | +57.6% |
| 1Y | +110.5% | +21.7% | +88.8% | +70.1% |
| All | +110.5% | +21.8% | +88.7% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling