+77.4%
VTI vs CCL
+136.4%
-58.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +2.5% | -1.2% | +3.7% | +2.8% |
| 30D | -1.5% | +13.1% | -14.7% | -4.1% |
| 3M | -3.2% | +3.4% | -6.6% | -4.1% |
| 6M | +2.3% | +18.7% | -16.4% | -2.0% |
| YTD | +11.6% | -2.3% | +13.9% | +10.2% |
| 1Y | +13.8% | +14.2% | -0.4% | +8.1% |
| 3Y | +77.4% | +133.6% | -56.2% | +46.8% |
| All | +77.4% | +136.4% | -58.9% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling