+22.5%
CCI vs VO
+193.0%
-170.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.5% |
| 7D | -0.3% | -0.6% | +0.3% | +0.1% |
| 30D | +2.1% | -1.9% | +4.1% | +3.5% |
| 3M | -17.8% | +3.3% | -21.1% | -19.8% |
| 6M | -14.2% | +9.7% | -23.9% | -19.7% |
| YTD | -13.3% | +12.6% | -26.0% | -20.3% |
| 1Y | -16.6% | +13.6% | -30.3% | -23.9% |
| 3Y | -10.8% | +56.8% | -67.6% | -36.0% |
| 5Y | -50.3% | +42.3% | -92.6% | -62.2% |
| 10Y | +22.5% | +199.2% | -176.7% | -44.7% |
| All | +22.5% | +193.0% | -170.5% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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