-42.5%
CNDT vs VT
+69.7%
-112.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.4% | +0.2% | -13.6% | -13.7% |
| 7D | -7.8% | -2.3% | -5.5% | -5.1% |
| 30D | -11.3% | -5.0% | -6.3% | -5.4% |
| 3M | -18.9% | -4.9% | -14.0% | -13.4% |
| 6M | -18.9% | -1.5% | -17.3% | -17.1% |
| YTD | -26.0% | +8.5% | -34.5% | -32.8% |
| 1Y | -36.0% | +11.4% | -47.4% | -43.9% |
| 3Y | -42.5% | +70.1% | -112.6% | -76.6% |
| All | -42.5% | +69.7% | -112.3% | -76.6% |
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