-34.8%
CCC vs VT
+114.5%
-149.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.6% |
| 3M | +21.9% | -1.3% | +23.2% | +23.3% |
| 6M | +45.2% | +3.1% | +42.1% | +40.8% |
| YTD | -3.4% | +10.9% | -14.3% | -11.9% |
| 1Y | -8.4% | +12.1% | -20.4% | -17.2% |
| 3Y | -29.7% | +73.9% | -103.6% | -57.3% |
| 5Y | -36.5% | +58.0% | -94.4% | -58.5% |
| All | -34.8% | +114.5% | -149.3% | -61.3% |
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