+41.1%
CONY vs VT
+76.5%
-35.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +3.6% | +0.4% | +3.2% | +2.8% |
| 30D | +20.3% | +1.0% | +19.3% | +18.3% |
| 3M | +13.7% | +2.4% | +11.4% | +8.5% |
| 6M | -4.7% | +12.0% | -16.7% | -25.6% |
| YTD | -14.4% | +15.3% | -29.8% | -36.7% |
| 1Y | -36.7% | +22.6% | -59.3% | -58.6% |
| 3Y | +40.5% | +74.7% | -34.2% | -52.6% |
| All | +41.1% | +76.5% | -35.4% | -54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling