+30.2%
CCL vs VO
+36.2%
-6.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.4% | -1.3% |
| 7D | +3.1% | -0.1% | +3.2% | +3.5% |
| 30D | +17.5% | +0.5% | +17.0% | +16.6% |
| 3M | +6.8% | -1.0% | +7.8% | +9.5% |
| 6M | +18.7% | +6.4% | +12.3% | +5.9% |
| YTD | +3.0% | +13.6% | -10.6% | -18.1% |
| 1Y | +17.7% | +14.5% | +3.2% | -7.6% |
| 3Y | +155.6% | +67.2% | +88.4% | -1.7% |
| 5Y | +30.2% | +36.1% | -5.9% | -19.7% |
| All | +30.2% | +36.2% | -6.0% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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