+18.8%
CCBG vs VT
+19.6%
-0.9%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -1.7% | -1.1% | -0.6% | -1.4% |
| 30D | -2.6% | -1.0% | -1.6% | -2.4% |
| 3M | +9.9% | +3.2% | +6.8% | +9.0% |
| 6M | +22.1% | +12.5% | +9.6% | +16.7% |
| YTD | +21.2% | +14.1% | +7.1% | +14.4% |
| 1Y | +18.8% | +18.9% | -0.1% | +8.2% |
| All | +18.8% | +19.6% | -0.9% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling