+747.4%
CCI vs VNQ
+387.0%
+360.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.4% |
| 7D | -0.3% | -0.9% | +0.6% | +0.3% |
| 30D | +2.1% | -2.2% | +4.4% | +3.6% |
| 3M | -17.8% | -1.9% | -15.9% | -16.8% |
| 6M | -14.2% | +3.2% | -17.4% | -15.6% |
| YTD | -13.3% | +9.4% | -22.7% | -17.6% |
| 1Y | -16.6% | +7.5% | -24.1% | -19.8% |
| 3Y | -10.8% | +31.1% | -41.9% | -23.4% |
| 5Y | -50.3% | +6.6% | -56.9% | -51.4% |
| 10Y | +22.5% | +63.9% | -41.4% | -5.3% |
| All | +747.4% | +387.0% | +360.4% | +257.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling