-87.1%
CNCK vs VT
+61.1%
-148.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -1.7% |
| 7D | -0.8% | +0.4% | -1.2% | -1.1% |
| 30D | -6.7% | -2.6% | -4.1% | -5.2% |
| 3M | -41.1% | -3.2% | -37.9% | -39.9% |
| 6M | -30.8% | +0.9% | -31.7% | -31.2% |
| YTD | -50.0% | +11.3% | -61.3% | -53.2% |
| 1Y | -64.5% | +14.0% | -78.5% | -67.0% |
| 3Y | -87.7% | +75.8% | -163.5% | -89.7% |
| 5Y | -87.0% | +57.8% | -144.9% | -89.3% |
| All | -87.1% | +61.1% | -148.2% | -89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling