-92.2%
CNSY vs VT
+76.6%
-168.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | -0.4% | +1.0% | -1.4% | -1.0% |
| 30D | -29.5% | -0.2% | -29.3% | -29.3% |
| 3M | -51.2% | +4.5% | -55.7% | -52.4% |
| 6M | -62.8% | +14.1% | -76.8% | -64.9% |
| YTD | -78.8% | +14.8% | -93.6% | -80.0% |
| 1Y | -77.5% | +21.2% | -98.7% | -79.0% |
| 3Y | -92.2% | +76.6% | -168.7% | -95.5% |
| All | -92.2% | +76.6% | -168.8% | -95.5% |
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 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