-24.8%
CCL vs VG
+14.1%
-38.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | 0.0% |
| 7D | -5.0% | +1.7% | -6.7% | -4.7% |
| 30D | -20.3% | +16.0% | -36.4% | -17.7% |
| 3M | -15.1% | +9.7% | -24.9% | -12.2% |
| 6M | -15.1% | +29.6% | -44.7% | -11.7% |
| YTD | -21.8% | +112.0% | -133.8% | -21.9% |
| 1Y | -24.8% | +12.8% | -37.6% | -21.2% |
| All | -24.8% | +14.1% | -38.9% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling