+47.5%
CCL vs VTEB
+8.2%
+39.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | +0.4% |
| 7D | -4.3% | -1.2% | -3.1% | -1.9% |
| 30D | -19.0% | -2.9% | -16.1% | -14.1% |
| 3M | -13.1% | -3.2% | -9.9% | -7.2% |
| 6M | -13.3% | -2.6% | -10.6% | -8.1% |
| YTD | -25.2% | -1.8% | -23.4% | -21.4% |
| 1Y | -27.2% | +0.2% | -27.4% | -25.3% |
| All | +47.5% | +8.2% | +39.3% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling