+78.6%
CCEC vs VT
+222.7%
-144.0%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -2.9% | +2.9% | -5.8% | -5.0% |
| 30D | -2.7% | -2.5% | -0.2% | -1.2% |
| 3M | -10.3% | -3.3% | -7.0% | -8.5% |
| 6M | -0.3% | +1.5% | -1.8% | -2.1% |
| YTD | -0.9% | +11.4% | -12.2% | -9.8% |
| 1Y | -0.3% | +11.9% | -12.2% | -9.6% |
| 3Y | +69.6% | +73.9% | -4.3% | +5.2% |
| 5Y | +63.5% | +57.9% | +5.6% | +9.6% |
| All | +78.6% | +222.7% | -144.0% | -36.0% |
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 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