-78.6%
CCG vs VT
+76.9%
-155.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.7% |
| 7D | +4.1% | +0.4% | +3.6% | +4.7% |
| 30D | +12.3% | +1.0% | +11.3% | +13.6% |
| 3M | +2,894.4% | +2.4% | +2,892.0% | +3,181.3% |
| 6M | +1,953.8% | +12.0% | +1,941.8% | +2,020.8% |
| YTD | +1,830.1% | +15.3% | +1,814.8% | +1,846.5% |
| 1Y | +1,305.3% | +22.6% | +1,282.7% | +1,262.4% |
| All | -78.6% | +76.9% | -155.6% | -88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling