+33.9%
CCL vs VEA
+53.4%
-19.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.2% | +2.3% | -3.5% | -5.1% |
| 30D | +13.1% | +0.2% | +12.9% | +13.0% |
| 3M | +3.4% | -5.3% | +8.7% | +14.2% |
| 6M | +18.7% | -0.9% | +19.6% | +20.3% |
| YTD | -2.3% | +12.2% | -14.5% | -20.8% |
| 1Y | +14.2% | +16.1% | -1.9% | -13.1% |
| 3Y | +133.6% | +73.0% | +60.6% | -18.8% |
| All | +33.9% | +53.4% | -19.5% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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