+99.1%
CNEQ price history and return analytics
+53.1%
+46.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -1.0% |
| 7D | -1.2% | -1.1% | -0.1% | +0.4% |
| 30D | -1.9% | -1.0% | -0.9% | -0.4% |
| 3M | +2.4% | +3.2% | -0.8% | -1.9% |
| 6M | +20.4% | +12.5% | +7.9% | +1.6% |
| YTD | +15.7% | +14.1% | +1.6% | -4.3% |
| 1Y | +18.0% | +18.9% | -0.9% | -8.0% |
| All | +99.1% | +53.1% | +46.0% | +11.6% |
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