-99.6%
CCTG vs VT
+62.7%
-162.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -5.1% |
| 7D | +8.1% | -0.7% | +8.8% | +9.4% |
| 30D | -20.0% | -1.7% | -18.3% | -17.8% |
| 3M | -57.9% | -2.3% | -55.6% | -56.2% |
| 6M | -43.6% | +1.5% | -45.1% | -43.3% |
| YTD | -79.1% | +12.0% | -91.1% | -81.8% |
| 1Y | -90.9% | +12.9% | -103.7% | -92.1% |
| All | -99.6% | +62.7% | -162.3% | -99.4% |
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