-38.9%
CNVS vs VT
+23.4%
-62.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.4% |
| 7D | -4.5% | +0.1% | -4.7% | -4.6% |
| 30D | -14.8% | +0.8% | -15.6% | -15.3% |
| 3M | -10.5% | +2.8% | -13.2% | -12.1% |
| 6M | -23.8% | +13.0% | -36.7% | -31.7% |
| YTD | +9.5% | +15.4% | -5.9% | -4.8% |
| All | -38.9% | +23.4% | -62.2% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling