+1,232.7%
VST vs CNI
+121.8%
+1,111.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +5.3% | +0.9% | +4.5% | +4.9% |
| 30D | +5.8% | -2.1% | +7.9% | +6.7% |
| 3M | +3.5% | +1.8% | +1.7% | +2.1% |
| 6M | -7.4% | +14.8% | -22.2% | -14.1% |
| YTD | -6.1% | +25.4% | -31.5% | -16.6% |
| 1Y | -21.6% | +32.9% | -54.5% | -32.6% |
| 3Y | +357.2% | +20.2% | +337.0% | +302.7% |
| 5Y | +777.0% | +12.2% | +764.9% | +685.4% |
| All | +1,232.7% | +121.8% | +1,111.0% | +766.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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