-87.9%
CNDT vs VT
+219.2%
-307.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.7% |
| 7D | +12.8% | +0.4% | +12.3% | +12.1% |
| 30D | +12.8% | +1.0% | +11.8% | +11.3% |
| 3M | +16.2% | +2.4% | +13.8% | +12.4% |
| 6M | +36.6% | +12.0% | +24.6% | +17.0% |
| YTD | +1.0% | +15.3% | -14.3% | -16.1% |
| 1Y | -30.5% | +22.6% | -53.0% | -46.6% |
| 3Y | -38.8% | +74.7% | -113.5% | -70.5% |
| 5Y | -74.0% | +66.1% | -140.1% | -86.5% |
| All | -87.9% | +219.2% | -307.1% | -96.7% |
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