+435.3%
CNOB vs VT
+356.5%
+78.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.2% |
| 7D | +1.1% | +2.4% | -1.3% | -0.7% |
| 30D | +9.7% | -1.5% | +11.2% | +10.8% |
| 3M | -1.2% | -4.1% | +2.9% | +1.8% |
| 6M | +13.3% | +0.6% | +12.8% | +12.5% |
| YTD | +27.4% | +11.0% | +16.3% | +17.2% |
| 1Y | +38.7% | +13.3% | +25.3% | +25.6% |
| 3Y | +104.6% | +73.4% | +31.2% | +37.0% |
| 5Y | +8.1% | +57.4% | -49.3% | -22.4% |
| 10Y | +92.3% | +221.7% | -129.4% | -7.4% |
| All | +435.3% | +356.5% | +78.8% | +95.6% |
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