+101.6%
CNEQ vs VT
+54.8%
+46.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.5% | +0.4% | +1.1% | +0.8% |
| 30D | +0.5% | +1.0% | -0.4% | -0.9% |
| 3M | -2.1% | +2.4% | -4.5% | -5.1% |
| 6M | +22.4% | +12.0% | +10.4% | +4.0% |
| YTD | +17.1% | +15.3% | +1.8% | -4.7% |
| 1Y | +25.2% | +22.6% | +2.6% | -6.7% |
| All | +101.6% | +54.8% | +46.8% | +11.2% |
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