+6.8%
VRT vs CCL
+16.1%
-9.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.2% | +5.5% | +8.3% |
| 7D | -10.6% | +3.1% | -13.7% | -11.4% |
| 30D | -17.4% | +17.5% | -34.9% | -21.6% |
| 3M | -26.4% | +6.8% | -33.2% | -28.2% |
| 6M | -41.0% | +18.7% | -59.7% | -44.8% |
| YTD | +23.8% | +3.0% | +20.8% | +19.0% |
| All | +6.8% | +16.1% | -9.3% | 0.0% |
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