+60.3%
CSNR vs VT
+36.7%
+23.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +1.6% | +0.4% | +1.2% | +1.3% |
| 30D | +8.2% | +1.0% | +7.2% | +7.3% |
| 3M | +3.9% | +2.4% | +1.5% | +1.8% |
| 6M | +6.4% | +12.0% | -5.6% | -3.3% |
| YTD | +26.7% | +15.3% | +11.4% | +12.3% |
| 1Y | +42.1% | +22.6% | +19.5% | +19.3% |
| All | +60.3% | +36.7% | +23.6% | +21.6% |
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