+495.6%
CNL vs VT
+59.8%
+435.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.9% | -4.5% |
| 7D | +11.3% | -0.7% | +12.0% | +11.7% |
| 30D | +12.4% | -1.7% | +14.1% | +13.7% |
| 3M | -7.2% | -2.3% | -4.9% | -5.6% |
| 6M | -22.9% | +1.5% | -24.4% | -22.7% |
| YTD | -7.7% | +12.0% | -19.8% | -11.0% |
| 1Y | +25.6% | +12.9% | +12.7% | +21.0% |
| 3Y | +359.4% | +74.9% | +284.4% | +307.1% |
| 5Y | +495.6% | +59.9% | +435.7% | +420.1% |
| All | +495.6% | +59.8% | +435.8% | +420.1% |
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