-81.4%
CNXC vs VT
+65.7%
-147.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +3.6% |
| 7D | -12.2% | -1.1% | -11.1% | -11.0% |
| 30D | +15.2% | -1.0% | +16.2% | +16.5% |
| 3M | +9.3% | +3.2% | +6.1% | +4.9% |
| 6M | -12.2% | +12.5% | -24.7% | -24.1% |
| YTD | -29.4% | +14.1% | -43.4% | -39.7% |
| 1Y | -45.2% | +18.9% | -64.1% | -55.5% |
| 3Y | -57.2% | +74.1% | -131.3% | -77.6% |
| All | -81.4% | +65.7% | -147.1% | -89.7% |
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