+58.4%
CNAV price history and return analytics
+38.0%
+20.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +1.2% |
| 7D | +3.0% | -0.1% | +3.1% | +3.2% |
| 30D | +0.5% | -0.7% | +1.2% | +1.6% |
| 3M | -4.9% | +4.0% | -8.9% | -9.6% |
| 6M | +23.0% | +12.3% | +10.7% | +5.8% |
| YTD | +27.5% | +14.0% | +13.5% | +7.6% |
| 1Y | +34.2% | +20.3% | +13.9% | +5.5% |
| All | +58.4% | +38.0% | +20.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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