+954.4%
VTI vs CCL
+44.7%
+909.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.8% | -0.2% |
| 7D | +0.6% | -0.1% | +0.8% | +0.7% |
| 30D | -1.1% | -20.0% | +18.9% | +4.5% |
| 3M | +3.9% | -13.7% | +17.6% | +7.3% |
| 6M | +14.6% | -9.0% | +23.6% | +15.8% |
| YTD | +13.3% | -22.8% | +36.1% | +18.7% |
| 1Y | +19.2% | -25.3% | +44.5% | +25.0% |
| 3Y | +77.4% | +54.1% | +23.3% | +47.9% |
| 5Y | +74.0% | +3.5% | +70.6% | +46.8% |
| 10Y | +294.6% | -41.0% | +335.7% | +213.3% |
| All | +954.4% | +44.7% | +909.7% | +392.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling