+19.7%
CNXT vs VT
+221.8%
-202.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.7% |
| 7D | -2.7% | +2.4% | -5.0% | -4.4% |
| 30D | -14.0% | -1.5% | -12.5% | -12.9% |
| 3M | -32.6% | -4.1% | -28.5% | -30.2% |
| 6M | -40.0% | +0.6% | -40.6% | -39.9% |
| YTD | -20.5% | +11.0% | -31.6% | -25.9% |
| 1Y | -18.6% | +13.3% | -32.0% | -25.3% |
| 3Y | +36.5% | +73.4% | -36.9% | -8.5% |
| 5Y | -30.1% | +57.4% | -87.5% | -49.9% |
| All | +19.7% | +221.8% | -202.0% | -51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling