+95.2%
CNC price history and return analytics
+229.8%
-134.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.9% |
| 7D | -0.9% | -1.1% | +0.2% | -0.1% |
| 30D | -1.0% | -1.0% | 0.0% | -0.2% |
| 3M | +4.5% | +3.2% | +1.4% | +1.8% |
| 6M | +85.2% | +12.5% | +72.7% | +67.3% |
| YTD | +61.4% | +14.1% | +47.3% | +43.8% |
| 1Y | +94.9% | +18.9% | +76.0% | +67.6% |
| 3Y | 0.0% | +74.1% | -74.1% | -39.8% |
| 5Y | +11.2% | +66.9% | -55.7% | -31.1% |
| All | +95.2% | +229.8% | -134.5% | -49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling