-24.8%
CCL vs VTR
+36.9%
-61.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.2% |
| 7D | -5.0% | -1.7% | -3.4% | -5.0% |
| 30D | -20.3% | -2.4% | -17.9% | -20.2% |
| 3M | -15.1% | +14.8% | -29.9% | -16.7% |
| 6M | -15.1% | +5.3% | -20.4% | -15.4% |
| YTD | -21.8% | +18.1% | -39.9% | -22.0% |
| 1Y | -24.8% | +36.7% | -61.5% | -26.4% |
| All | -24.8% | +36.9% | -61.7% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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