+21.3%
CCL vs VCIT
+3.7%
+17.6%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.9% |
| 7D | +2.6% | +0.5% | +2.1% | +1.8% |
| 30D | +11.3% | +2.1% | +9.2% | +7.4% |
| 3M | +0.3% | -1.6% | +1.8% | +3.2% |
| 6M | +16.1% | -1.6% | +17.7% | +20.1% |
| YTD | -1.6% | -1.5% | 0.0% | +2.2% |
| 1Y | +11.8% | -0.4% | +12.1% | +14.0% |
| 3Y | +139.6% | +19.6% | +120.0% | +88.2% |
| 5Y | +21.3% | +3.3% | +18.0% | -26.8% |
| All | +21.3% | +3.7% | +17.6% | -26.8% |
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