-59.1%
CNXC vs VT
+72.7%
-131.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.6% |
| 7D | -17.8% | -2.0% | -15.8% | -16.0% |
| 30D | +5.1% | -1.4% | +6.5% | +6.7% |
| 3M | +6.6% | +4.7% | +1.9% | +0.5% |
| 6M | -13.6% | +11.4% | -25.0% | -24.6% |
| YTD | -32.5% | +13.1% | -45.5% | -41.9% |
| 1Y | -45.2% | +19.0% | -64.2% | -55.8% |
| All | -59.1% | +72.7% | -131.8% | -79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling