+102.4%
CNEQ price history and return analytics
+54.0%
+48.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.2% |
| 7D | +3.5% | +1.0% | +2.4% | +1.9% |
| 30D | +1.2% | -0.2% | +1.5% | +1.6% |
| 3M | +2.8% | +4.5% | -1.7% | -3.4% |
| 6M | +25.5% | +14.1% | +11.4% | +3.7% |
| YTD | +17.6% | +14.8% | +2.8% | -3.6% |
| 1Y | +24.0% | +21.2% | +2.8% | -6.0% |
| All | +102.4% | +54.0% | +48.4% | +12.5% |
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