+14.0%
CCL vs VG
+48.6%
-34.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.6% | -22.0% | +24.6% | -3.4% |
| 30D | +13.1% | -11.6% | +24.8% | +10.3% |
| 3M | +3.3% | -14.9% | +18.2% | +0.6% |
| 6M | +8.7% | -3.5% | +12.2% | +11.3% |
| YTD | -1.6% | +70.0% | -71.6% | -0.9% |
| 1Y | +14.0% | +50.0% | -36.0% | +15.2% |
| All | +14.0% | +48.6% | -34.7% | +15.2% |
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