+168.5%
CCB vs VT
+139.7%
+28.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +2.5% |
| 7D | -0.9% | -4.2% | +3.2% | +4.5% |
| 30D | +6.1% | -5.8% | +11.9% | +14.3% |
| 3M | -2.0% | -5.2% | +3.2% | +4.8% |
| 6M | -42.1% | +0.1% | -42.3% | -43.9% |
| YTD | -62.3% | +8.2% | -70.5% | -67.1% |
| 1Y | -59.0% | +10.1% | -69.1% | -65.1% |
| 3Y | +6.9% | +69.7% | -62.8% | -49.1% |
| 5Y | +7.9% | +53.4% | -45.5% | -40.6% |
| All | +168.5% | +139.7% | +28.7% | -32.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling