-24.8%
CCL vs VUG
+15.8%
-40.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | -20.3% | -0.3% | -20.0% | -20.0% |
| 3M | -15.1% | -0.7% | -14.5% | -14.3% |
| 6M | -15.1% | +14.6% | -29.7% | -29.7% |
| YTD | -21.8% | +9.0% | -30.8% | -32.9% |
| 1Y | -24.8% | +14.9% | -39.7% | -34.6% |
| All | -24.8% | +15.8% | -40.5% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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