-48.5%
CCEL vs VT
+57.5%
-106.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.6% | -0.1% | -3.4% | -3.5% |
| 30D | +11.7% | -3.1% | +14.8% | +12.3% |
| 3M | +38.7% | -3.5% | +42.2% | +39.6% |
| 6M | +41.2% | +0.5% | +40.7% | +41.0% |
| YTD | +41.6% | +10.8% | +30.8% | +39.0% |
| 1Y | +14.6% | +11.9% | +2.7% | +12.3% |
| 3Y | +3.5% | +73.0% | -69.5% | -4.0% |
| 5Y | -48.5% | +58.6% | -107.2% | -51.6% |
| All | -48.5% | +57.5% | -106.1% | -51.6% |
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 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