+1,193.5%
CCG vs VT
+13.3%
+1,180.2%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.1% | +8.0% | +15.2% |
| 7D | +53.3% | -0.7% | +54.0% | +42.6% |
| 30D | +172.6% | -1.7% | +174.4% | +134.6% |
| 3M | -9.2% | -2.3% | -6.9% | -28.7% |
| 6M | +1,771.3% | +1.5% | +1,769.8% | +1,950.8% |
| YTD | +1,424.1% | +12.0% | +1,412.1% | +1,540.6% |
| 1Y | +1,193.5% | +12.9% | +1,180.6% | +1,294.3% |
| All | +1,193.5% | +13.3% | +1,180.2% | +1,294.3% |
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