+223.0%
VT vs CCI
+18.9%
+204.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | +0.5% |
| 7D | +0.4% | -0.4% | +0.9% | +0.6% |
| 30D | +1.0% | +2.7% | -1.7% | +0.2% |
| 3M | +2.4% | -18.2% | +20.6% | +7.9% |
| 6M | +12.0% | -14.8% | +26.8% | +16.2% |
| YTD | +15.3% | -12.6% | +27.9% | +18.2% |
| 1Y | +22.6% | -16.7% | +39.3% | +27.3% |
| 3Y | +74.7% | -10.5% | +85.2% | +72.0% |
| 5Y | +66.1% | -51.4% | +117.6% | +102.3% |
| All | +223.0% | +18.9% | +204.1% | +213.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 10y: compounded portfolio wealth divided by compounded CCI 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…
10y analysis · Full analysis span regression · 6 months rolling