-0.9%
CCL vs VEU
+56.2%
-57.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.7% |
| 7D | -4.4% | +0.3% | -4.7% | -4.9% |
| 30D | -18.2% | +0.7% | -18.9% | -19.2% |
| 3M | -17.7% | +4.7% | -22.4% | -24.6% |
| 6M | -13.0% | +11.6% | -24.6% | -28.8% |
| YTD | -24.5% | +16.8% | -41.3% | -43.3% |
| 1Y | -26.9% | +24.9% | -51.8% | -51.6% |
| 3Y | +50.8% | +75.7% | -25.0% | -49.5% |
| 5Y | -0.9% | +56.1% | -57.0% | -56.6% |
| All | -0.9% | +56.2% | -57.1% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling