+123.4%
VRT vs CCL
-23.9%
+147.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.2% | +4.3% |
| 7D | +9.1% | -5.0% | +14.2% | +10.8% |
| 30D | +0.9% | -20.3% | +21.3% | +8.0% |
| 3M | -13.4% | -15.1% | +1.8% | -9.4% |
| 6M | +11.7% | -15.1% | +26.8% | +15.4% |
| YTD | +73.2% | -21.8% | +95.0% | +82.2% |
| 1Y | +123.4% | -24.8% | +148.2% | +121.4% |
| All | +123.4% | -23.9% | +147.4% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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