-0.8%
CCL vs VTEB
+1.2%
-2.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.9% | +0.5% |
| 7D | -3.2% | -0.9% | -2.3% | -1.4% |
| 30D | -17.8% | -2.5% | -15.3% | -13.4% |
| 3M | -18.7% | -3.0% | -15.7% | -13.5% |
| 6M | -11.4% | -2.1% | -9.3% | -6.9% |
| YTD | -24.3% | -1.5% | -22.8% | -21.1% |
| 1Y | -28.8% | +0.2% | -29.0% | -27.8% |
| 3Y | +49.3% | +8.6% | +40.8% | +27.8% |
| All | -0.8% | +1.2% | -2.1% | -30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling