-49.3%
CCI vs VNQ
+7.0%
-56.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +1.6% |
| 7D | -0.3% | -1.3% | +1.0% | +1.0% |
| 30D | +2.2% | -2.6% | +4.8% | +5.0% |
| 3M | -16.9% | -2.0% | -14.9% | -15.1% |
| 6M | -11.5% | +4.3% | -15.9% | -15.0% |
| YTD | -12.8% | +9.2% | -22.1% | -19.8% |
| 1Y | -17.1% | +5.6% | -22.7% | -21.2% |
| 3Y | -9.6% | +30.8% | -40.5% | -31.3% |
| All | -49.3% | +7.0% | -56.4% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling