+189.8%
CNS price history and return analytics
+229.8%
-40.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -3.4% |
| 7D | -6.2% | -1.1% | -5.1% | -4.9% |
| 30D | -11.6% | -1.0% | -10.7% | -10.5% |
| 3M | -0.6% | +3.2% | -3.8% | -4.9% |
| 6M | +20.7% | +12.5% | +8.3% | +2.6% |
| YTD | +22.7% | +14.1% | +8.7% | +2.2% |
| 1Y | +8.2% | +18.9% | -10.7% | -14.8% |
| 3Y | +32.2% | +74.1% | -41.9% | -37.1% |
| 5Y | +3.1% | +66.9% | -63.8% | -47.6% |
| All | +189.8% | +229.8% | -40.0% | -33.4% |
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