+78.6%
CCEC vs VT
+53.2%
+25.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +0.6% |
| 7D | +5.8% | -4.2% | +10.0% | +7.6% |
| 30D | +0.4% | -5.8% | +6.2% | +2.9% |
| 3M | -8.6% | -5.2% | -3.3% | -6.6% |
| 6M | +5.8% | +0.1% | +5.7% | +5.3% |
| YTD | +2.1% | +8.2% | -6.1% | -2.2% |
| 1Y | +7.0% | +10.1% | -3.1% | +1.6% |
| 3Y | +68.4% | +69.7% | -1.3% | +27.2% |
| 5Y | +78.6% | +53.4% | +25.2% | +47.2% |
| All | +78.6% | +53.2% | +25.4% | +47.2% |
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