+50.6%
CCG vs VT
+69.7%
-19.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.5% |
| 7D | +19.2% | -2.3% | +21.5% | +15.2% |
| 30D | +47.5% | -5.0% | +52.4% | +36.8% |
| 3M | -36.0% | -4.9% | -31.1% | -40.9% |
| 6M | +1,133.3% | -1.5% | +1,134.9% | +1,125.1% |
| YTD | +925.3% | +8.5% | +916.8% | +862.9% |
| 1Y | +794.8% | +11.4% | +783.5% | +726.4% |
| 3Y | +50.6% | +70.1% | -19.5% | +3.2% |
| All | +50.6% | +69.7% | -19.1% | +3.2% |
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