+291.8%
CCI vs VT
+345.0%
-53.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +2.0% |
| 7D | +2.4% | -4.2% | +6.6% | +5.9% |
| 30D | +33.2% | -5.8% | +39.0% | +39.7% |
| 3M | +25.0% | -5.2% | +30.2% | +30.5% |
| 6M | +4.8% | +0.1% | +4.6% | +3.7% |
| YTD | +6.4% | +8.2% | -1.9% | -1.5% |
| 1Y | +6.5% | +10.1% | -3.7% | -2.8% |
| 3Y | +8.6% | +69.7% | -61.0% | -32.9% |
| 5Y | -35.3% | +53.4% | -88.7% | -56.7% |
| 10Y | +58.2% | +219.2% | -161.0% | -46.2% |
| All | +291.8% | +345.0% | -53.2% | -2.8% |
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