-87.2%
CCG vs VT
+70.7%
-158.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.6% | +9.9% | +15.8% |
| 7D | +33.7% | +0.4% | +33.3% | +34.0% |
| 30D | +107.6% | -2.6% | +110.2% | +100.1% |
| 3M | -31.8% | -3.2% | -28.6% | -35.2% |
| 6M | +1,328.4% | +0.9% | +1,327.4% | +1,364.0% |
| YTD | +1,053.0% | +11.3% | +1,041.7% | +1,003.3% |
| 1Y | +935.7% | +14.0% | +921.7% | +872.9% |
| 3Y | +59.5% | +75.8% | -16.3% | -20.2% |
| All | -87.2% | +70.7% | -158.0% | -93.3% |
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 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