+11.7%
CCI vs VO
+66.5%
-54.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.5% | +3.1% | -0.6% | +1.1% |
| 30D | +14.4% | +2.2% | +12.2% | +13.2% |
| 3M | +21.7% | -2.5% | +24.2% | +22.9% |
| 6M | +4.0% | +7.0% | -2.9% | +0.7% |
| YTD | +6.2% | +14.0% | -7.8% | -0.1% |
| 1Y | +5.4% | +15.6% | -10.2% | -1.5% |
| 3Y | +11.7% | +66.2% | -54.4% | -23.4% |
| All | +11.7% | +66.5% | -54.8% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling