-44.8%
CC vs VT
+60.6%
-105.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.6% | +2.3% |
| 7D | +3.2% | -0.3% | +3.5% | +3.7% |
| 30D | -0.7% | -1.4% | +0.7% | +1.8% |
| 3M | -22.6% | -1.4% | -21.3% | -20.5% |
| 6M | -48.9% | +5.5% | -54.3% | -53.6% |
| YTD | +18.7% | +12.8% | +5.8% | -5.4% |
| 1Y | +15.4% | +15.4% | 0.0% | -11.5% |
| 3Y | -40.3% | +76.9% | -117.2% | -77.0% |
| 5Y | -44.8% | +60.4% | -105.2% | -73.6% |
| All | -44.8% | +60.6% | -105.4% | -73.6% |
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