+21.1%
CCSI vs VT
+62.8%
-41.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.3% | +0.2% | +18.1% | +18.0% |
| 7D | +15.6% | -2.3% | +17.9% | +18.8% |
| 30D | +20.3% | -5.0% | +25.3% | +27.8% |
| 3M | +15.6% | -4.9% | +20.5% | +22.6% |
| 6M | +61.4% | -1.5% | +63.0% | +63.8% |
| YTD | +97.8% | +8.5% | +89.3% | +77.6% |
| 1Y | +72.7% | +11.4% | +61.3% | +50.2% |
| 3Y | +95.6% | +70.1% | +25.5% | +3.9% |
| 5Y | -33.6% | +53.7% | -87.3% | -60.3% |
| All | +21.1% | +62.8% | -41.7% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling