-80.3%
CNCK vs VT
+76.6%
-156.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.7% |
| 7D | -3.4% | +1.0% | -4.4% | -4.7% |
| 30D | -6.1% | -0.2% | -5.8% | -5.8% |
| 3M | +16.9% | +4.5% | +12.3% | +9.9% |
| 6M | -14.8% | +14.1% | -28.9% | -29.2% |
| YTD | -20.2% | +14.8% | -35.0% | -34.1% |
| 1Y | -59.0% | +21.2% | -80.2% | -68.4% |
| 3Y | -80.3% | +76.6% | -156.8% | -87.5% |
| All | -80.3% | +76.6% | -156.9% | -87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling