+49.7%
CCI vs VTEB
+26.0%
+23.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -0.3% | -0.7% | +0.4% | +0.6% |
| 30D | +2.1% | -2.1% | +4.2% | +5.0% |
| 3M | -17.8% | -2.7% | -15.2% | -14.9% |
| 6M | -14.2% | -2.1% | -12.1% | -11.7% |
| YTD | -13.3% | -1.1% | -12.2% | -12.0% |
| 1Y | -16.6% | +1.3% | -17.9% | -18.0% |
| 3Y | -10.8% | +9.0% | -19.8% | -19.3% |
| 5Y | -50.3% | +1.5% | -51.8% | -51.9% |
| 10Y | +22.5% | +18.5% | +4.0% | +6.5% |
| All | +49.7% | +26.0% | +23.8% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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