-13.5%
CCAP vs VT
+53.2%
-66.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +0.4% |
| 7D | +1.6% | -4.2% | +5.8% | +4.1% |
| 30D | +4.1% | -5.8% | +9.9% | +7.7% |
| 3M | -12.9% | -5.2% | -7.6% | -10.2% |
| 6M | -27.0% | +0.1% | -27.1% | -27.2% |
| YTD | -25.1% | +8.2% | -33.4% | -28.7% |
| 1Y | -23.5% | +10.1% | -33.6% | -27.8% |
| 3Y | -17.0% | +69.7% | -86.7% | -37.6% |
| 5Y | -13.5% | +53.4% | -66.8% | -35.1% |
| All | -13.5% | +53.2% | -66.7% | -35.1% |
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