-16.7%
CCI vs VG
+14.1%
-30.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.8% |
| 7D | -0.4% | +1.7% | -2.1% | -0.4% |
| 30D | +2.7% | +16.0% | -13.3% | +2.5% |
| 3M | -18.2% | +9.7% | -27.9% | -18.4% |
| 6M | -14.8% | +29.6% | -44.4% | -15.3% |
| YTD | -12.6% | +112.0% | -124.6% | -13.7% |
| 1Y | -16.7% | +12.8% | -29.5% | -19.6% |
| All | -16.7% | +14.1% | -30.9% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling