+422.9%
CNK vs VT
+356.5%
+66.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | +4.9% | +2.4% | +2.5% | +2.8% |
| 30D | +6.8% | -1.5% | +8.3% | +8.2% |
| 3M | +8.6% | -4.1% | +12.7% | +12.6% |
| 6M | +56.1% | +0.6% | +55.5% | +54.3% |
| YTD | +77.1% | +11.0% | +66.1% | +59.5% |
| 1Y | +37.9% | +13.3% | +24.5% | +21.6% |
| 3Y | +188.3% | +73.4% | +114.9% | +69.3% |
| 5Y | +103.7% | +57.4% | +46.3% | +33.3% |
| 10Y | +15.9% | +221.7% | -205.8% | -55.8% |
| All | +422.9% | +356.5% | +66.4% | +35.2% |
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