-36.6%
CCC vs VT
+57.9%
-94.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | -1.6% | +1.3% | +1.1% |
| 30D | +17.1% | -2.5% | +19.6% | +19.7% |
| 3M | +21.9% | -1.3% | +23.2% | +23.3% |
| 6M | +45.2% | +3.1% | +42.1% | +40.6% |
| YTD | -3.4% | +10.9% | -14.3% | -12.2% |
| 1Y | -8.4% | +12.1% | -20.4% | -17.6% |
| 3Y | -29.7% | +73.9% | -103.6% | -58.7% |
| All | -36.6% | +57.9% | -94.5% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling