-86.8%
CCUP vs VT
+24.8%
-111.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.5% |
| 7D | +34.0% | +0.4% | +33.5% | +32.5% |
| 30D | +141.8% | +1.0% | +140.9% | +136.3% |
| 3M | +0.3% | +2.4% | -2.1% | -4.9% |
| 6M | -45.7% | +12.0% | -57.7% | -67.0% |
| YTD | -21.4% | +15.3% | -36.8% | -61.0% |
| 1Y | -73.6% | +22.6% | -96.2% | -91.4% |
| All | -86.8% | +24.8% | -111.5% | -96.2% |
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 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