-88.7%
CNCK vs VT
+61.2%
-149.9%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -13.4% | +2.9% | -16.3% | -15.0% |
| 30D | -12.0% | -2.5% | -9.5% | -10.6% |
| 3M | -44.4% | -3.3% | -41.1% | -43.2% |
| 6M | -46.6% | +1.5% | -48.1% | -47.1% |
| YTD | -56.3% | +11.4% | -67.7% | -59.1% |
| 1Y | -69.7% | +11.9% | -81.6% | -71.6% |
| 3Y | -89.2% | +73.9% | -163.1% | -91.0% |
| 5Y | -88.7% | +57.9% | -146.5% | -90.6% |
| All | -88.7% | +61.2% | -149.9% | -90.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling