-65.4%
CNMD vs VT
+58.5%
-123.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | -4.4% | +2.9% | -7.3% | -7.6% |
| 30D | +10.8% | -2.5% | +13.3% | +14.0% |
| 3M | +2.0% | -3.3% | +5.4% | +5.8% |
| 6M | +40.3% | +1.5% | +38.8% | +36.3% |
| YTD | +24.3% | +11.4% | +13.0% | +8.0% |
| 1Y | +15.9% | +11.9% | +4.0% | -0.2% |
| 3Y | -47.6% | +73.9% | -121.4% | -74.7% |
| 5Y | -65.4% | +57.9% | -123.3% | -80.6% |
| All | -65.4% | +58.5% | -123.9% | -80.6% |
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 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