+296.9%
CNL vs VT
+60.2%
+236.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.2% | +6.0% |
| 7D | +10.9% | -4.2% | +15.1% | +14.2% |
| 30D | +2.0% | -5.8% | +7.8% | +6.5% |
| 3M | -5.3% | -5.2% | -0.1% | -1.3% |
| 6M | -25.3% | +0.1% | -25.5% | -24.1% |
| YTD | -14.5% | +8.2% | -22.8% | -16.0% |
| 1Y | +13.8% | +10.1% | +3.7% | +11.2% |
| 3Y | +276.7% | +69.7% | +207.1% | +224.2% |
| 5Y | +453.7% | +53.4% | +400.4% | +450.7% |
| All | +296.9% | +60.2% | +236.7% | +241.6% |
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