-8.0%
CNR vs VT
+74.0%
-82.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +8.7% | +2.4% | +6.3% | +7.0% |
| 30D | -3.8% | -1.5% | -2.3% | -2.9% |
| 3M | -7.7% | -4.1% | -3.6% | -5.1% |
| 6M | +4.8% | +0.6% | +4.3% | +4.3% |
| YTD | -2.3% | +11.0% | -13.3% | -10.4% |
| 1Y | +4.9% | +13.3% | -8.5% | -5.6% |
| 3Y | -8.0% | +73.4% | -81.4% | -54.1% |
| All | -8.0% | +74.0% | -82.1% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling