-35.3%
CCI vs VT
+53.2%
-88.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +0.9% |
| 7D | +2.4% | -4.2% | +6.6% | +4.8% |
| 30D | +33.2% | -5.8% | +39.0% | +37.6% |
| 3M | +25.0% | -5.2% | +30.2% | +28.7% |
| 6M | +4.8% | +0.1% | +4.6% | +4.1% |
| YTD | +6.4% | +8.2% | -1.9% | +0.6% |
| 1Y | +6.5% | +10.1% | -3.7% | -0.3% |
| 3Y | +8.6% | +69.7% | -61.0% | -27.4% |
| 5Y | -35.3% | +53.4% | -88.7% | -54.0% |
| All | -35.3% | +53.2% | -88.5% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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