-95.4%
CNTB vs VT
+58.5%
-153.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.0% |
| 7D | -9.2% | +2.9% | -12.0% | -11.1% |
| 30D | -27.6% | -2.5% | -25.1% | -26.0% |
| 3M | -71.5% | -3.3% | -68.1% | -70.6% |
| 6M | -75.2% | +1.5% | -76.7% | -75.4% |
| YTD | -76.4% | +11.4% | -87.8% | -78.3% |
| 1Y | -58.7% | +11.9% | -70.6% | -62.2% |
| 3Y | -59.9% | +73.9% | -133.8% | -75.4% |
| 5Y | -95.4% | +57.9% | -153.3% | -96.4% |
| All | -95.4% | +58.5% | -153.9% | -96.4% |
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