-92.2%
CONI vs VT
+37.5%
-129.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +3.9% |
| 7D | +7.7% | -2.3% | +10.0% | +0.2% |
| 30D | +51.6% | -5.0% | +56.5% | +30.2% |
| 3M | -28.4% | -4.9% | -23.5% | -36.2% |
| 6M | -8.2% | -1.5% | -6.7% | -1.7% |
| YTD | -42.3% | +8.5% | -50.7% | +1.9% |
| 1Y | -14.5% | +11.4% | -25.9% | +70.1% |
| All | -92.2% | +37.5% | -129.7% | -65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling