+30.2%
CCL vs VCIT
+3.2%
+27.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.0% |
| 7D | +3.1% | +0.7% | +2.3% | +1.8% |
| 30D | +17.5% | +1.8% | +15.7% | +13.9% |
| 3M | +6.8% | -1.6% | +8.4% | +9.9% |
| 6M | +18.7% | -2.1% | +20.8% | +23.8% |
| YTD | +3.0% | -1.6% | +4.6% | +7.0% |
| 1Y | +17.7% | -0.8% | +18.5% | +20.9% |
| 3Y | +155.6% | +19.9% | +135.7% | +99.8% |
| 5Y | +30.2% | +3.3% | +26.9% | -21.4% |
| All | +30.2% | +3.2% | +27.0% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling