+715.9%
VTV vs CNI
+1,715.2%
-999.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.3% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | -1.0% | -2.7% | +1.7% | +0.3% |
| 3M | +4.6% | +3.9% | +0.7% | +2.3% |
| 6M | +13.5% | +16.4% | -2.9% | +4.3% |
| YTD | +18.5% | +25.8% | -7.3% | +4.1% |
| 1Y | +22.9% | +32.4% | -9.5% | +4.9% |
| 3Y | +67.8% | +19.1% | +48.8% | +48.7% |
| 5Y | +81.8% | +13.6% | +68.3% | +62.1% |
| 10Y | +233.0% | +136.8% | +96.2% | +93.8% |
| All | +715.9% | +1,715.2% | -999.3% | +92.0% |
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