+494.6%
CNL vs VT
+53.4%
+441.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.1% | +7.2% |
| 7D | +27.5% | -2.3% | +29.8% | +29.3% |
| 30D | +14.7% | -5.0% | +19.7% | +18.6% |
| 3M | +0.1% | -4.9% | +5.0% | +3.7% |
| 6M | -25.8% | -1.5% | -24.3% | -24.1% |
| YTD | -8.2% | +8.5% | -16.7% | -9.6% |
| 1Y | +28.4% | +11.4% | +17.0% | +25.6% |
| 3Y | +304.5% | +70.1% | +234.5% | +265.8% |
| All | +494.6% | +53.4% | +441.2% | +432.2% |
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 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