-62.4%
CNXC vs VT
+101.8%
-164.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.5% |
| 7D | -16.4% | -0.1% | -16.2% | -16.2% |
| 30D | +6.2% | -0.7% | +6.8% | +7.0% |
| 3M | +0.8% | +4.0% | -3.1% | -4.2% |
| 6M | -17.8% | +12.3% | -30.1% | -29.0% |
| YTD | -32.3% | +14.0% | -46.3% | -42.3% |
| 1Y | -47.0% | +20.3% | -67.3% | -57.7% |
| 3Y | -58.9% | +75.4% | -134.3% | -78.9% |
| 5Y | -82.7% | +66.0% | -148.7% | -90.4% |
| All | -62.4% | +101.8% | -164.1% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling