-88.3%
CCG vs VT
+66.0%
-154.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.3% | +0.8% |
| 7D | +16.7% | -4.2% | +20.9% | +10.3% |
| 30D | +76.4% | -5.8% | +82.2% | +63.5% |
| 3M | -38.6% | -5.2% | -33.3% | -42.9% |
| 6M | +1,218.0% | +0.1% | +1,217.9% | +1,190.0% |
| YTD | +956.0% | +8.2% | +947.8% | +877.8% |
| 1Y | +779.1% | +10.1% | +769.0% | +703.3% |
| 3Y | +50.9% | +69.7% | -18.8% | -26.0% |
| All | -88.3% | +66.0% | -154.3% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling