+2,486.9%
VRT vs CNC
0.0%
+2,486.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.4% |
| 7D | -8.4% | -0.9% | -7.4% | -8.3% |
| 30D | -10.9% | -1.0% | -9.9% | -10.8% |
| 3M | -13.7% | +4.5% | -18.2% | -14.3% |
| 6M | -4.1% | +85.2% | -89.4% | -12.7% |
| YTD | +58.7% | +61.4% | -2.7% | +46.4% |
| 1Y | +89.6% | +94.9% | -5.3% | +68.6% |
| 3Y | +558.1% | 0.0% | +558.1% | +525.3% |
| 5Y | +953.0% | +11.2% | +941.8% | +867.6% |
| All | +2,486.9% | 0.0% | +2,486.8% | +2,159.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling