-76.7%
CNDT vs VT
+53.4%
-130.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.4% | +0.2% | -13.6% | -13.7% |
| 7D | -7.8% | -2.3% | -5.5% | -5.2% |
| 30D | -11.3% | -5.0% | -6.3% | -5.7% |
| 3M | -18.9% | -4.9% | -14.0% | -13.7% |
| 6M | -18.9% | -1.5% | -17.3% | -17.2% |
| YTD | -26.0% | +8.5% | -34.5% | -32.6% |
| 1Y | -36.0% | +11.4% | -47.4% | -43.5% |
| 3Y | -42.5% | +70.1% | -112.6% | -68.9% |
| All | -76.7% | +53.4% | -130.1% | -85.5% |
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