-53.7%
CC vs VT
+53.2%
-106.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.1% | -3.5% | -0.2% |
| 7D | -3.3% | -4.2% | +0.8% | +4.5% |
| 30D | -9.4% | -5.8% | -3.6% | +0.9% |
| 3M | -12.1% | -5.2% | -6.9% | -2.9% |
| 6M | -53.9% | +0.1% | -54.1% | -54.0% |
| YTD | +9.7% | +8.2% | +1.5% | -5.6% |
| 1Y | +8.1% | +10.1% | -2.0% | -9.5% |
| 3Y | -44.8% | +69.7% | -114.5% | -77.0% |
| 5Y | -53.7% | +53.4% | -107.1% | -76.2% |
| All | -53.7% | +53.2% | -106.9% | -76.2% |
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