+449.6%
CNL vs VT
+57.0%
+392.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.7% |
| 7D | -7.2% | +2.4% | -9.6% | -8.6% |
| 30D | +14.3% | -1.5% | +15.8% | +15.5% |
| 3M | -14.5% | -4.1% | -10.3% | -11.9% |
| 6M | -31.3% | +0.6% | -31.8% | -30.6% |
| YTD | -14.9% | +11.0% | -25.9% | -17.4% |
| 1Y | +20.9% | +13.3% | +7.6% | +16.7% |
| 3Y | +328.3% | +73.4% | +254.9% | +281.8% |
| All | +449.6% | +57.0% | +392.5% | +383.7% |
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