-16.7%
CCI vs VLTO
-8.3%
-8.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.6% |
| 7D | -0.4% | -2.3% | +1.9% | 0.0% |
| 30D | +2.7% | -0.9% | +3.6% | +2.9% |
| 3M | -18.2% | +13.8% | -32.0% | -19.1% |
| 6M | -14.8% | +2.0% | -16.8% | -15.2% |
| YTD | -12.6% | -3.2% | -9.4% | -12.7% |
| 1Y | -16.7% | -9.2% | -7.6% | -16.0% |
| All | -16.7% | -8.3% | -8.5% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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