-7.4%
CNNE vs VT
+168.5%
-175.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +1.2% | +0.4% | +0.8% | +0.7% |
| 30D | +6.3% | +1.0% | +5.3% | +5.1% |
| 3M | +10.8% | +2.4% | +8.4% | +7.2% |
| 6M | +37.8% | +12.0% | +25.8% | +19.8% |
| YTD | +3.0% | +15.3% | -12.3% | -13.5% |
| 1Y | -11.1% | +22.6% | -33.7% | -30.7% |
| 3Y | -14.8% | +74.7% | -89.5% | -56.5% |
| 5Y | -47.6% | +66.1% | -113.7% | -71.2% |
| All | -7.4% | +168.5% | -175.9% | -69.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling