+75.4%
VEA vs CNC
+1.2%
+74.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.0% |
| 7D | -1.5% | -0.9% | -0.5% | -1.4% |
| 30D | -0.8% | -1.0% | +0.1% | -0.8% |
| 3M | +2.5% | +4.5% | -2.1% | +2.3% |
| 6M | +11.1% | +85.2% | -74.1% | +8.5% |
| YTD | +17.2% | +61.4% | -44.2% | +14.9% |
| 1Y | +24.5% | +94.9% | -70.4% | +21.0% |
| 3Y | +75.4% | 0.0% | +75.4% | +76.9% |
| All | +75.4% | +1.2% | +74.2% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling