+146.1%
CNX vs VT
+229.8%
-83.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.8% |
| 7D | -4.2% | -1.1% | -3.1% | -3.4% |
| 30D | +0.5% | -1.0% | +1.5% | +1.2% |
| 3M | +11.8% | +3.2% | +8.7% | +8.7% |
| 6M | -11.9% | +12.5% | -24.4% | -21.0% |
| YTD | -2.3% | +14.1% | -16.4% | -13.6% |
| 1Y | +20.0% | +18.9% | +1.1% | +2.3% |
| 3Y | +61.2% | +74.1% | -12.9% | -2.5% |
| 5Y | +204.8% | +66.9% | +138.0% | +90.6% |
| All | +146.1% | +229.8% | -83.7% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling