+16.7%
CCL vs VUG
+2.7%
+14.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.7% |
| 7D | +5.8% | -1.2% | +7.0% | +7.4% |
| 30D | +17.3% | -8.9% | +26.1% | +31.8% |
| 3M | +11.3% | -5.9% | +17.3% | +19.9% |
| 6M | +18.5% | -3.3% | +21.7% | +22.6% |
| YTD | +2.8% | +3.4% | -0.6% | -7.9% |
| 1Y | +16.7% | +1.9% | +14.9% | +5.3% |
| All | +16.7% | +2.7% | +14.0% | +5.3% |
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