+203.9%
CNRG vs VT
+163.4%
+40.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.7% |
| 7D | 0.0% | -0.7% | +0.7% | +1.0% |
| 30D | -2.9% | -1.7% | -1.2% | -0.5% |
| 3M | -14.5% | -2.3% | -12.2% | -11.5% |
| 6M | -26.8% | +1.5% | -28.3% | -27.2% |
| YTD | -8.8% | +12.0% | -20.9% | -20.1% |
| 1Y | -19.9% | +12.9% | -32.8% | -30.2% |
| 3Y | +40.6% | +74.9% | -34.4% | -28.7% |
| 5Y | -22.4% | +59.9% | -82.3% | -55.2% |
| All | +203.9% | +163.4% | +40.5% | +1.9% |
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