+18.1%
CCI vs VLTO
+55.4%
-37.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.9% |
| 7D | -1.4% | +0.8% | -2.2% | -1.6% |
| 30D | +12.7% | +18.7% | -6.0% | +8.2% |
| 3M | +23.0% | +21.7% | +1.3% | +17.3% |
| 6M | +0.6% | +35.8% | -35.2% | -6.4% |
| YTD | +4.9% | +18.3% | -13.4% | +0.5% |
| 1Y | +0.7% | +20.9% | -20.2% | -4.3% |
| 3Y | +10.2% | +68.8% | -58.6% | -4.3% |
| All | +18.1% | +55.4% | -37.3% | +4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling