+7.2%
CNC price history and return analytics
+65.1%
-57.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -4.9% | -0.1% | -4.7% | -4.8% |
| 30D | -3.8% | -0.7% | -3.1% | -3.5% |
| 3M | -3.2% | +4.0% | -7.2% | -5.0% |
| 6M | +47.9% | +12.3% | +35.6% | +40.0% |
| YTD | +55.7% | +14.0% | +41.6% | +46.2% |
| 1Y | +106.2% | +20.3% | +85.9% | +88.8% |
| 3Y | -2.1% | +75.4% | -77.5% | -26.9% |
| All | +7.2% | +65.1% | -57.8% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling