+67.1%
CCI vs VO
+197.6%
-130.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.3% |
| 7D | -1.4% | +2.9% | -4.3% | -3.4% |
| 30D | +12.7% | +1.0% | +11.7% | +11.8% |
| 3M | +23.0% | -1.7% | +24.7% | +24.4% |
| 6M | +0.6% | +6.7% | -6.1% | -4.1% |
| YTD | +4.9% | +14.0% | -9.1% | -4.4% |
| 1Y | +0.7% | +13.7% | -13.0% | -8.1% |
| 3Y | +10.2% | +65.8% | -55.6% | -24.2% |
| 5Y | -36.4% | +36.6% | -73.0% | -50.3% |
| All | +67.1% | +197.6% | -130.5% | -23.7% |
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