-79.8%
CNCK vs VT
+67.0%
-146.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -6.6% | +0.4% | -7.1% | -6.9% |
| 30D | -12.8% | +1.0% | -13.8% | -13.4% |
| 3M | +3.7% | +2.4% | +1.3% | +2.2% |
| 6M | -11.7% | +12.0% | -23.7% | -17.8% |
| YTD | -21.8% | +15.3% | -37.2% | -28.4% |
| 1Y | -60.0% | +22.6% | -82.6% | -64.5% |
| 3Y | -80.6% | +74.7% | -155.2% | -84.1% |
| All | -79.8% | +67.0% | -146.7% | -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 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