+741.8%
CCG vs VT
+15.2%
+726.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +14.7% |
| 7D | +5.1% | -0.3% | +5.4% | +1.1% |
| 30D | +64.0% | -1.4% | +65.5% | +48.9% |
| 3M | -40.0% | -1.4% | -38.6% | -48.6% |
| 6M | +1,150.0% | +5.5% | +1,144.5% | +1,353.2% |
| YTD | +894.0% | +12.8% | +881.1% | +1,026.0% |
| 1Y | +741.8% | +15.4% | +726.4% | +831.7% |
| All | +741.8% | +15.2% | +726.6% | +831.7% |
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