-21.8%
CNXC vs VT
+13.3%
-35.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | 0.0% | -6.2% | -6.2% |
| 7D | -6.5% | -1.6% | -4.9% | -6.1% |
| 30D | +17.6% | -2.5% | +20.1% | +18.5% |
| 3M | +17.5% | -1.3% | +18.8% | +17.6% |
| 6M | +21.5% | +3.1% | +18.4% | +16.7% |
| YTD | -26.7% | +10.9% | -37.6% | -32.5% |
| All | -21.8% | +13.3% | -35.1% | -29.5% |
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