+433.1%
CNL vs VT
+70.7%
+362.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +9.9% | +0.4% | +9.5% | +9.6% |
| 30D | +27.2% | +1.0% | +26.2% | +26.5% |
| 3M | +6.4% | +2.4% | +4.0% | +5.4% |
| 6M | -11.9% | +12.0% | -23.9% | -16.6% |
| YTD | +14.8% | +15.3% | -0.5% | +7.7% |
| 1Y | +26.1% | +22.6% | +3.5% | +15.8% |
| 3Y | +279.3% | +74.7% | +204.6% | +213.0% |
| 5Y | +595.9% | +66.1% | +529.7% | +451.9% |
| All | +433.1% | +70.7% | +362.4% | +338.0% |
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