+116.4%
CCK vs VT
+222.7%
-106.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.8% | +0.4% | -3.2% | -3.2% |
| 30D | -5.4% | +1.0% | -6.4% | -6.4% |
| 3M | +24.1% | +2.4% | +21.7% | +20.6% |
| 6M | +4.5% | +12.0% | -7.5% | -7.4% |
| YTD | +12.9% | +15.3% | -2.4% | -3.1% |
| 1Y | +26.4% | +22.6% | +3.8% | +1.4% |
| 3Y | +27.1% | +74.7% | -47.6% | -31.6% |
| 5Y | +8.8% | +66.1% | -57.3% | -38.2% |
| All | +116.4% | +222.7% | -106.4% | -41.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling