-34.9%
CCC vs VT
+109.2%
-144.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +3.1% |
| 7D | -0.1% | -4.2% | +4.0% | +3.3% |
| 30D | +15.3% | -5.8% | +21.1% | +21.0% |
| 3M | +18.7% | -5.2% | +24.0% | +24.0% |
| 6M | +44.2% | +0.1% | +44.0% | +43.1% |
| YTD | -3.5% | +8.2% | -11.8% | -10.3% |
| 1Y | -2.2% | +10.1% | -12.3% | -10.5% |
| 3Y | -29.8% | +69.7% | -99.5% | -56.5% |
| 5Y | -37.4% | +53.4% | -90.8% | -58.2% |
| All | -34.9% | +109.2% | -144.1% | -60.6% |
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