-55.8%
CNMD vs VT
+74.2%
-130.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.3% |
| 7D | -5.1% | -0.1% | -4.9% | -4.9% |
| 30D | -5.1% | -0.7% | -4.4% | -4.5% |
| 3M | +27.2% | +4.0% | +23.2% | +21.9% |
| 6M | +19.1% | +12.3% | +6.8% | +5.3% |
| YTD | +15.6% | +14.0% | +1.6% | +0.6% |
| 1Y | -12.7% | +20.3% | -33.0% | -28.1% |
| All | -55.8% | +74.2% | -130.0% | -75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling