-93.3%
CCCC vs VT
+53.4%
-146.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.6% |
| 7D | -8.0% | -2.3% | -5.7% | -3.6% |
| 30D | +9.9% | -5.0% | +14.9% | +22.5% |
| 3M | -14.8% | -4.9% | -10.0% | -5.6% |
| 6M | +5.8% | -1.5% | +7.3% | +8.3% |
| YTD | +62.3% | +8.5% | +53.8% | +34.4% |
| 1Y | +30.3% | +11.4% | +18.9% | +2.1% |
| 3Y | +71.3% | +70.1% | +1.2% | -43.0% |
| All | -93.3% | +53.4% | -146.7% | -96.9% |
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