-83.3%
CCUP vs VT
+10.5%
-93.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -6.1% |
| 7D | -14.5% | -2.3% | -12.1% | -2.6% |
| 30D | -34.2% | -5.0% | -29.2% | -11.5% |
| 3M | -6.4% | -4.9% | -1.5% | +30.5% |
| 6M | -80.4% | -1.5% | -78.8% | -75.2% |
| YTD | -69.6% | +8.5% | -78.1% | -74.1% |
| 1Y | -83.3% | +11.4% | -94.6% | -87.6% |
| All | -83.3% | +10.5% | -93.8% | -87.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling