-7.7%
CCI vs VG
-39.3%
+31.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.9% |
| 7D | -0.4% | +1.7% | -2.1% | -0.4% |
| 30D | +2.7% | +16.0% | -13.3% | +2.7% |
| 3M | -18.2% | +9.7% | -27.9% | -18.2% |
| 6M | -14.8% | +29.6% | -44.4% | -14.6% |
| YTD | -12.6% | +112.0% | -124.6% | -12.0% |
| 1Y | -16.7% | +12.8% | -29.5% | -17.1% |
| All | -7.7% | -39.3% | +31.6% | -14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling