+22.4%
CCI vs VTR
+99.2%
-76.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.5% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | +2.2% | +1.1% | +1.1% | +1.9% |
| 3M | -16.9% | +7.9% | -24.8% | -18.9% |
| 6M | -11.5% | +6.2% | -17.7% | -13.4% |
| YTD | -12.8% | +17.7% | -30.6% | -17.2% |
| 1Y | -17.1% | +32.9% | -50.0% | -24.1% |
| 3Y | -9.6% | +129.7% | -139.3% | -29.5% |
| 5Y | -48.9% | +89.3% | -138.3% | -58.5% |
| All | +22.4% | +99.2% | -76.8% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling