+5.4%
CNS price history and return analytics
+63.7%
-58.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.3% |
| 7D | -2.9% | -2.0% | -1.0% | -0.7% |
| 30D | -9.1% | -1.4% | -7.6% | -7.6% |
| 3M | +1.6% | +4.7% | -3.1% | -4.1% |
| 6M | +23.4% | +11.4% | +12.0% | +8.0% |
| YTD | +25.5% | +13.1% | +12.5% | +7.7% |
| 1Y | +11.9% | +19.0% | -7.2% | -9.9% |
| 3Y | +35.3% | +73.9% | -38.7% | -31.2% |
| 5Y | +5.4% | +65.4% | -60.0% | -41.6% |
| All | +5.4% | +63.7% | -58.2% | -41.6% |
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