+222.0%
CCI vs VT
+374.2%
-152.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | -0.4% | +0.4% | -0.9% | -0.8% |
| 30D | +2.7% | +1.0% | +1.7% | +1.9% |
| 3M | -18.2% | +2.4% | -20.6% | -20.3% |
| 6M | -14.8% | +12.0% | -26.8% | -23.2% |
| YTD | -12.6% | +15.3% | -27.9% | -23.1% |
| 1Y | -16.7% | +22.6% | -39.3% | -30.5% |
| 3Y | -10.5% | +74.7% | -85.2% | -45.8% |
| 5Y | -51.4% | +66.1% | -117.6% | -69.5% |
| 10Y | +20.0% | +225.0% | -205.0% | -59.6% |
| All | +222.0% | +374.2% | -152.2% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling