+297.8%
VTI vs CNC
+99.9%
+197.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.6% |
| 7D | -0.9% | -0.9% | 0.0% | -0.8% |
| 30D | -1.4% | -1.0% | -0.5% | -1.3% |
| 3M | +3.6% | +4.5% | -0.9% | +2.5% |
| 6M | +13.6% | +85.2% | -71.6% | +1.0% |
| YTD | +12.9% | +61.4% | -48.5% | +2.2% |
| 1Y | +17.2% | +94.9% | -77.7% | +1.6% |
| 3Y | +75.7% | 0.0% | +75.7% | +66.1% |
| 5Y | +75.4% | +11.2% | +64.2% | +58.1% |
| All | +297.8% | +99.9% | +197.9% | +229.8% |
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