-75.5%
CNSY vs VT
+23.3%
-98.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | 0.0% | -7.5% | -7.5% |
| 7D | -9.7% | +0.4% | -10.1% | -10.2% |
| 30D | -29.5% | +1.0% | -30.5% | -30.3% |
| 3M | -52.1% | +2.4% | -54.5% | -53.4% |
| 6M | -64.5% | +12.0% | -76.5% | -67.5% |
| YTD | -78.4% | +15.3% | -93.7% | -81.4% |
| 1Y | -75.5% | +22.6% | -98.1% | -72.1% |
| All | -75.5% | +23.3% | -98.8% | -72.1% |
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 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