+18.6%
CCEL vs VT
+11.9%
+6.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.3% | -9.9% | -10.1% |
| 7D | -0.8% | +2.4% | -3.2% | -1.7% |
| 30D | +16.9% | -1.5% | +18.4% | +17.4% |
| 3M | +24.4% | -4.1% | +28.5% | +26.7% |
| 6M | +38.6% | +0.6% | +38.0% | +37.8% |
| YTD | +41.0% | +11.0% | +30.0% | +32.4% |
| 1Y | +18.6% | +13.3% | +5.2% | +8.6% |
| All | +18.6% | +11.9% | +6.7% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling