+1,216.9%
VST vs CNI
+123.3%
+1,093.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.4% |
| 7D | +8.9% | -2.1% | +11.0% | +9.9% |
| 30D | +6.2% | -3.3% | +9.5% | +7.8% |
| 3M | -2.7% | +3.8% | -6.5% | -5.0% |
| 6M | -8.4% | +12.7% | -21.0% | -14.2% |
| YTD | -7.2% | +26.3% | -33.5% | -17.8% |
| 1Y | -20.9% | +29.9% | -50.8% | -31.2% |
| 3Y | +384.0% | +15.9% | +368.0% | +334.6% |
| 5Y | +757.1% | +6.9% | +750.1% | +688.8% |
| All | +1,216.9% | +123.3% | +1,093.5% | +753.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling