+590.6%
CNS price history and return analytics
+371.8%
+218.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | +0.9% | +1.0% | -0.1% | -0.3% |
| 30D | -5.7% | -0.2% | -5.5% | -5.4% |
| 3M | +6.9% | +4.5% | +2.4% | +0.7% |
| 6M | +23.7% | +14.1% | +9.7% | +4.1% |
| YTD | +28.0% | +14.8% | +13.3% | +6.8% |
| 1Y | +12.6% | +21.2% | -8.6% | -12.4% |
| 3Y | +37.9% | +76.6% | -38.6% | -32.4% |
| 5Y | +6.2% | +66.6% | -60.4% | -43.7% |
| 10Y | +192.9% | +222.3% | -29.4% | -27.6% |
| All | +590.6% | +371.8% | +218.8% | +41.9% |
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