+20.5%
VEA vs CNC
+122.0%
-101.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +12.6% | -10.6% | +1.8% |
| 7D | +0.7% | +13.4% | -12.7% | +0.4% |
| 30D | -0.4% | +18.2% | -18.6% | -0.7% |
| 3M | -1.7% | +18.6% | -20.3% | -2.0% |
| 6M | +5.1% | +41.9% | -36.8% | +4.5% |
| YTD | +14.4% | +84.7% | -70.3% | +12.2% |
| 1Y | +20.5% | +110.5% | -90.0% | +17.2% |
| All | +20.5% | +122.0% | -101.5% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 1y: compounded portfolio wealth divided by compounded CNC 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…
1y analysis · Full analysis span regression · 6 months rolling