-63.2%
CNTX vs VT
+75.0%
-138.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -5.7% | +0.4% | -6.2% | -6.1% |
| 30D | -47.8% | +1.0% | -48.7% | -48.2% |
| 3M | -82.2% | +2.4% | -84.5% | -82.7% |
| 6M | -86.1% | +12.0% | -98.1% | -87.7% |
| YTD | -75.4% | +15.3% | -90.7% | -79.0% |
| 1Y | -56.3% | +22.6% | -78.9% | -65.4% |
| All | -63.2% | +75.0% | -138.2% | -82.7% |
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