-80.0%
CNCK vs VT
+65.1%
-145.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.6% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | +0.5% | -0.7% | +1.2% | +1.0% |
| 3M | +10.2% | +4.0% | +6.2% | +7.5% |
| 6M | -18.8% | +12.3% | -31.0% | -24.4% |
| YTD | -22.6% | +14.0% | -36.6% | -28.5% |
| 1Y | -60.7% | +20.3% | -81.0% | -64.6% |
| 3Y | -80.8% | +75.4% | -156.3% | -84.2% |
| All | -80.0% | +65.1% | -145.0% | -83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling