-24.2%
CNRG vs VT
+57.5%
-81.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.8% |
| 7D | +2.5% | +2.9% | -0.4% | -1.7% |
| 30D | -5.6% | -2.5% | -3.1% | -1.9% |
| 3M | -17.3% | -3.3% | -13.9% | -12.8% |
| 6M | -27.3% | +1.5% | -28.9% | -27.9% |
| YTD | -11.3% | +11.4% | -22.6% | -22.4% |
| 1Y | -20.1% | +11.9% | -32.0% | -30.3% |
| 3Y | +36.8% | +73.9% | -37.0% | -33.3% |
| All | -24.2% | +57.5% | -81.7% | -56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling