+967.5%
CNXN vs VT
+368.9%
+598.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.9% |
| 7D | +1.7% | -1.1% | +2.8% | +2.8% |
| 30D | +6.9% | -1.0% | +7.8% | +8.0% |
| 3M | +18.7% | +3.2% | +15.6% | +14.8% |
| 6M | +43.2% | +12.5% | +30.7% | +26.2% |
| YTD | +49.8% | +14.1% | +35.7% | +29.9% |
| 1Y | +33.1% | +18.9% | +14.2% | +10.6% |
| 3Y | +63.0% | +74.1% | -11.1% | -8.5% |
| 5Y | +99.2% | +66.9% | +32.3% | +14.9% |
| 10Y | +285.3% | +228.3% | +57.0% | +5.1% |
| All | +967.5% | +368.9% | +598.5% | +67.3% |
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