+23.5%
CCL vs VG
-49.4%
+72.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.2% |
| 7D | +5.8% | -7.7% | +13.5% | +5.7% |
| 30D | +17.3% | -8.8% | +26.1% | +17.1% |
| 3M | +11.3% | -15.6% | +27.0% | +11.2% |
| 6M | +18.5% | +5.2% | +13.2% | +16.8% |
| YTD | +2.8% | +76.9% | -74.1% | -11.5% |
| 1Y | +16.7% | +42.5% | -25.8% | +4.3% |
| All | +23.5% | -49.4% | +72.9% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling