-94.6%
CNVS vs VT
+63.7%
-158.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.4% |
| 7D | -3.5% | -2.0% | -1.5% | -0.4% |
| 30D | -19.5% | -1.4% | -18.1% | -17.8% |
| 3M | -11.2% | +4.7% | -15.9% | -17.5% |
| 6M | -21.2% | +11.4% | -32.6% | -33.8% |
| YTD | +5.7% | +13.1% | -7.4% | -13.7% |
| 1Y | -35.5% | +19.0% | -54.6% | -51.7% |
| 3Y | +90.6% | +73.9% | +16.7% | -22.2% |
| 5Y | -94.6% | +65.4% | -160.0% | -97.3% |
| All | -94.6% | +63.7% | -158.3% | -97.3% |
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