+98.0%
CON price history and return analytics
+45.9%
+52.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.8% | +7.3% |
| 7D | +7.3% | -0.3% | +7.6% | +7.6% |
| 30D | +20.3% | -1.4% | +21.7% | +21.5% |
| 3M | +40.2% | -1.4% | +41.6% | +41.6% |
| 6M | +93.0% | +5.5% | +87.5% | +84.7% |
| YTD | +122.9% | +12.8% | +110.1% | +101.4% |
| 1Y | +127.3% | +15.4% | +111.9% | +101.4% |
| All | +98.0% | +45.9% | +52.2% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling