-26.0%
CCO vs VT
+60.1%
-86.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +114.2% | +77.4% | +36.7% | -4.9% |
| 7D | +114.2% | +77.4% | +36.7% | -4.9% |
| 30D | +114.2% | +77.4% | +36.7% | -4.9% |
| 3M | +114.2% | +77.4% | +36.7% | -4.9% |
| 6M | +114.2% | +77.4% | +36.7% | -4.9% |
| YTD | +114.2% | +77.4% | +36.7% | -4.9% |
| 1Y | +114.2% | +77.4% | +36.7% | -4.9% |
| 3Y | +118.0% | +79.8% | +38.2% | -6.1% |
| All | -26.0% | +60.1% | -86.1% | -60.1% |
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