-84.5%
CCG vs VT
+69.9%
-154.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.1% | -0.5% | +21.6% | +20.5% |
| 7D | +46.7% | -0.1% | +46.9% | +46.2% |
| 30D | +151.4% | -3.1% | +154.5% | +141.1% |
| 3M | -13.5% | -3.5% | -10.0% | -17.9% |
| 6M | +1,629.9% | +0.5% | +1,629.4% | +1,663.9% |
| YTD | +1,296.4% | +10.8% | +1,285.6% | +1,229.3% |
| 1Y | +1,092.4% | +11.9% | +1,080.5% | +1,025.8% |
| 3Y | +90.9% | +73.0% | +18.0% | -2.8% |
| All | -84.5% | +69.9% | -154.5% | -92.0% |
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