-8.1%
CC price history and return analytics
+215.5%
-223.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | -5.8% | -2.3% | -3.4% | -1.3% |
| 30D | -8.8% | -5.0% | -3.8% | +0.4% |
| 3M | -15.1% | -4.9% | -10.3% | -6.5% |
| 6M | -45.6% | -1.5% | -44.1% | -43.6% |
| YTD | +9.7% | +8.5% | +1.2% | -6.7% |
| 1Y | +11.0% | +11.4% | -0.4% | -10.0% |
| 3Y | -43.9% | +70.1% | -113.9% | -78.3% |
| 5Y | -53.7% | +53.7% | -107.4% | -77.6% |
| All | -8.1% | +215.5% | -223.6% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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