+24.7%
CNXT vs VT
+222.7%
-198.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | +1.1% | +2.9% | -1.8% | -1.1% |
| 30D | -14.8% | -2.5% | -12.3% | -13.0% |
| 3M | -30.1% | -3.3% | -26.8% | -28.1% |
| 6M | -35.3% | +1.5% | -36.8% | -35.6% |
| YTD | -17.2% | +11.4% | -28.6% | -23.0% |
| 1Y | -13.7% | +11.9% | -25.6% | -20.0% |
| 3Y | +43.5% | +73.9% | -30.4% | -4.1% |
| 5Y | -27.2% | +57.9% | -85.1% | -48.0% |
| All | +24.7% | +222.7% | -198.0% | -49.3% |
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 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