-94.4%
CONI vs VT
+46.2%
-140.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.6% |
| 7D | -11.7% | +0.4% | -12.1% | -9.2% |
| 30D | -45.5% | +1.0% | -46.5% | -41.8% |
| 3M | -48.9% | +2.4% | -51.3% | -40.0% |
| 6M | -41.0% | +12.0% | -53.0% | +4.9% |
| YTD | -58.6% | +15.3% | -73.9% | -11.9% |
| 1Y | -46.4% | +22.6% | -68.9% | +48.4% |
| All | -94.4% | +46.2% | -140.6% | -70.3% |
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