-96.5%
CNTX vs VT
+57.0%
-153.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.3% | -8.3% | -8.3% |
| 7D | -6.7% | +2.4% | -9.1% | -8.5% |
| 30D | -29.3% | -1.5% | -27.8% | -28.0% |
| 3M | -64.2% | -4.1% | -60.1% | -62.6% |
| 6M | -92.3% | +0.6% | -92.9% | -92.4% |
| YTD | -87.7% | +11.0% | -98.7% | -89.1% |
| 1Y | -84.3% | +13.3% | -97.6% | -86.4% |
| 3Y | -82.8% | +73.4% | -156.2% | -90.4% |
| All | -96.5% | +57.0% | -153.6% | -98.1% |
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 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