-16.7%
CCI vs VNQ
+9.6%
-26.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.1% |
| 7D | -0.4% | -1.3% | +0.8% | +1.1% |
| 30D | +2.7% | -2.9% | +5.6% | +6.4% |
| 3M | -18.2% | +0.8% | -19.0% | -19.1% |
| 6M | -14.8% | +2.5% | -17.3% | -17.4% |
| YTD | -12.6% | +10.6% | -23.2% | -21.5% |
| 1Y | -16.7% | +9.1% | -25.8% | -23.4% |
| All | -16.7% | +9.6% | -26.3% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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