+1,024.9%
VTI vs CNC
+5,287.0%
-4,262.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | -0.4% | -4.9% | +4.5% | +0.5% |
| 30D | -1.6% | -3.8% | +2.2% | -1.0% |
| 3M | +3.6% | -3.2% | +6.8% | +3.8% |
| 6M | +13.0% | +47.9% | -34.9% | +4.5% |
| YTD | +12.7% | +55.7% | -43.0% | +2.9% |
| 1Y | +18.4% | +106.2% | -87.9% | +2.2% |
| 3Y | +76.4% | -2.1% | +78.5% | +66.7% |
| 5Y | +73.7% | +3.4% | +70.3% | +60.5% |
| 10Y | +302.5% | +91.7% | +210.9% | +223.3% |
| All | +1,024.9% | +5,287.0% | -4,262.1% | +423.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling