-66.4%
CCLD vs VT
+57.5%
-123.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.5% | +5.3% | +5.3% |
| 7D | +52.9% | -0.1% | +53.0% | +51.8% |
| 30D | +31.5% | -3.1% | +34.6% | +35.5% |
| 3M | +9.1% | -3.5% | +12.6% | +13.1% |
| 6M | +11.4% | +0.5% | +11.0% | +9.6% |
| YTD | -9.9% | +10.8% | -20.7% | -21.4% |
| 1Y | -22.0% | +11.9% | -33.9% | -32.8% |
| 3Y | +122.9% | +73.0% | +49.9% | +18.7% |
| 5Y | -66.4% | +58.6% | -125.0% | -78.2% |
| All | -66.4% | +57.5% | -123.9% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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