+233.4%
CCI vs VCIT
+98.3%
+135.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | -0.4% | -0.3% | -0.1% | -0.1% |
| 30D | +2.7% | -0.8% | +3.5% | +3.4% |
| 3M | -18.2% | -1.0% | -17.2% | -17.5% |
| 6M | -14.8% | -1.8% | -12.9% | -13.4% |
| YTD | -12.6% | -0.7% | -11.9% | -12.1% |
| 1Y | -16.7% | +1.0% | -17.7% | -17.5% |
| 3Y | -10.5% | +18.8% | -29.4% | -22.3% |
| 5Y | -51.4% | +3.5% | -54.9% | -54.8% |
| 10Y | +20.0% | +29.2% | -9.2% | +5.6% |
| All | +233.4% | +98.3% | +135.1% | +276.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling