-6.7%
CCIF vs VT
+161.3%
-168.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | -0.8% | +1.0% | -1.7% | -1.0% |
| 3M | -6.3% | +2.4% | -8.7% | -7.0% |
| 6M | -7.2% | +12.0% | -19.2% | -10.2% |
| YTD | -31.8% | +15.3% | -47.2% | -34.7% |
| 1Y | -38.4% | +22.6% | -61.0% | -42.0% |
| 3Y | -39.3% | +74.7% | -114.0% | -48.4% |
| 5Y | -38.4% | +66.1% | -104.6% | -47.1% |
| All | -6.7% | +161.3% | -168.0% | -37.9% |
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