+19.6%
CCI vs VLTO
+56.4%
-36.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.1% |
| 7D | +2.5% | +1.0% | +1.5% | +2.3% |
| 30D | +14.4% | +17.5% | -3.1% | +10.1% |
| 3M | +21.7% | +21.4% | +0.3% | +16.1% |
| 6M | +4.0% | +38.1% | -34.1% | -3.6% |
| YTD | +6.2% | +19.0% | -12.8% | +1.6% |
| 1Y | +5.4% | +20.7% | -15.2% | +0.3% |
| 3Y | +11.7% | +64.3% | -52.5% | -2.1% |
| All | +19.6% | +56.4% | -36.8% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling