-93.5%
CCCC vs VT
+53.2%
-146.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.1% | -1.4% | +3.2% |
| 7D | -10.6% | -4.2% | -6.4% | -2.5% |
| 30D | +2.4% | -5.8% | +8.2% | +16.3% |
| 3M | -18.5% | -5.2% | -13.3% | -9.0% |
| 6M | -0.7% | +0.1% | -0.8% | -2.3% |
| YTD | +54.5% | +8.2% | +46.2% | +28.5% |
| 1Y | +24.5% | +10.1% | +14.3% | 0.0% |
| 3Y | +89.1% | +69.7% | +19.4% | -36.7% |
| 5Y | -93.5% | +53.4% | -146.8% | -97.0% |
| All | -93.5% | +53.2% | -146.7% | -97.0% |
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