-60.6%
CNTB vs VT
+75.6%
-136.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.3% |
| 7D | -11.8% | -0.7% | -11.1% | -11.3% |
| 30D | -24.0% | -1.7% | -22.2% | -23.0% |
| 3M | -69.2% | -2.3% | -66.9% | -68.8% |
| 6M | -70.6% | +1.5% | -72.1% | -70.7% |
| YTD | -75.6% | +12.0% | -87.6% | -76.9% |
| 1Y | -54.7% | +12.9% | -67.5% | -57.3% |
| All | -60.6% | +75.6% | -136.2% | -75.5% |
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