+9.2%
CNR vs VT
+13.3%
-4.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.3% | -1.6% | -6.7% | -8.3% |
| 30D | -6.3% | -2.5% | -3.8% | -6.2% |
| 3M | +4.0% | -1.3% | +5.3% | +4.1% |
| 6M | -4.0% | +3.1% | -7.1% | -2.7% |
| YTD | -5.5% | +10.9% | -16.5% | -2.6% |
| All | +9.2% | +13.3% | -4.1% | +10.5% |
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 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