+22.4%
CCI vs VEU
+155.0%
-132.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.3% | +1.7% |
| 7D | -0.3% | -1.4% | +1.1% | +0.6% |
| 30D | +2.2% | -0.4% | +2.7% | +2.5% |
| 3M | -16.9% | +2.5% | -19.4% | -18.5% |
| 6M | -11.5% | +11.1% | -22.7% | -18.1% |
| YTD | -12.8% | +16.5% | -29.4% | -21.8% |
| 1Y | -17.1% | +22.9% | -40.0% | -28.3% |
| 3Y | -9.6% | +73.4% | -83.1% | -38.7% |
| 5Y | -48.9% | +56.1% | -105.0% | -63.2% |
| All | +22.4% | +155.0% | -132.6% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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