+175.9%
CCB vs VT
+149.9%
+26.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +1.3% |
| 7D | -5.7% | -0.3% | -5.4% | -5.3% |
| 30D | +8.5% | -1.4% | +10.0% | +10.5% |
| 3M | +0.9% | -1.4% | +2.3% | +2.7% |
| 6M | -39.6% | +5.5% | -45.1% | -45.2% |
| YTD | -61.2% | +12.8% | -74.0% | -67.9% |
| 1Y | -57.3% | +15.4% | -72.7% | -65.7% |
| 3Y | +9.8% | +76.9% | -67.0% | -50.4% |
| 5Y | +14.3% | +60.4% | -46.1% | -40.5% |
| All | +175.9% | +149.9% | +26.0% | -34.2% |
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 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