-76.3%
CNDT vs VT
+66.2%
-142.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -0.5% | -14.4% | -14.3% |
| 7D | -8.3% | +1.0% | -9.3% | -9.3% |
| 30D | -2.9% | -0.2% | -2.7% | -2.5% |
| 3M | +14.6% | +4.5% | +10.0% | +8.3% |
| 6M | +18.7% | +14.1% | +4.6% | +0.8% |
| YTD | -14.1% | +14.8% | -28.8% | -26.9% |
| 1Y | -42.9% | +21.2% | -64.1% | -54.5% |
| 3Y | -45.4% | +76.6% | -121.9% | -71.9% |
| 5Y | -76.3% | +66.6% | -142.9% | -86.7% |
| All | -76.3% | +66.2% | -142.5% | -86.7% |
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