+30.3%
CNOB vs VT
+18.7%
+11.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.6% |
| 7D | -1.5% | -2.0% | +0.5% | 0.0% |
| 30D | -3.4% | -1.4% | -2.0% | -2.4% |
| 3M | -0.5% | +4.7% | -5.3% | -4.1% |
| 6M | +24.2% | +11.4% | +12.9% | +13.4% |
| YTD | +22.8% | +13.1% | +9.7% | +10.6% |
| 1Y | +30.3% | +19.0% | +11.2% | +8.8% |
| All | +30.3% | +18.7% | +11.5% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling