+212.4%
CCB vs VT
+155.5%
+56.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +3.8% | +0.4% | +3.4% | +3.2% |
| 30D | +14.0% | +1.0% | +13.0% | +12.5% |
| 3M | -28.4% | +2.4% | -30.8% | -32.3% |
| 6M | -34.3% | +12.0% | -46.3% | -45.1% |
| YTD | -56.1% | +15.3% | -71.4% | -64.7% |
| 1Y | -56.6% | +22.6% | -79.2% | -67.7% |
| 3Y | +11.6% | +74.7% | -63.1% | -48.6% |
| 5Y | +69.1% | +66.1% | +2.9% | -16.4% |
| All | +212.4% | +155.5% | +56.9% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling