+69.3%
CCI vs VCIT
+31.0%
+38.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.5% |
| 7D | +2.5% | -1.4% | +3.9% | +4.3% |
| 30D | +14.4% | +0.6% | +13.9% | +13.6% |
| 3M | +21.7% | -2.2% | +23.9% | +25.1% |
| 6M | +4.0% | -2.3% | +6.3% | +7.0% |
| YTD | +6.2% | -2.2% | +8.4% | +9.1% |
| 1Y | +5.4% | -1.4% | +6.8% | +7.1% |
| 3Y | +11.7% | +18.7% | -7.0% | -8.2% |
| 5Y | -35.6% | +3.6% | -39.2% | -40.5% |
| All | +69.3% | +31.0% | +38.2% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling