-33.8%
CCL vs VEU
+150.0%
-183.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -2.7% |
| 7D | -0.3% | +2.4% | -2.7% | -4.6% |
| 30D | +10.3% | -2.0% | +12.3% | +14.9% |
| 3M | +6.6% | -5.1% | +11.7% | +17.7% |
| 6M | +20.0% | -0.7% | +20.7% | +21.0% |
| YTD | -1.9% | +11.0% | -12.9% | -19.1% |
| 1Y | +10.4% | +12.4% | -1.9% | -10.9% |
| 3Y | +134.8% | +69.8% | +65.0% | -15.0% |
| 5Y | +34.0% | +48.2% | -14.2% | -31.4% |
| All | -33.8% | +150.0% | -183.8% | -82.4% |
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