-42.6%
CCL vs VEU
+155.0%
-197.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | -0.7% |
| 7D | -3.2% | -1.4% | -1.8% | -0.6% |
| 30D | -17.8% | -0.4% | -17.4% | -17.2% |
| 3M | -18.7% | +2.5% | -21.2% | -22.8% |
| 6M | -11.4% | +11.1% | -22.6% | -27.0% |
| YTD | -24.3% | +16.5% | -40.8% | -42.9% |
| 1Y | -28.8% | +22.9% | -51.7% | -51.5% |
| 3Y | +49.3% | +73.4% | -24.1% | -47.1% |
| 5Y | +1.6% | +56.1% | -54.5% | -52.6% |
| All | -42.6% | +155.0% | -197.6% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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