-10.2%
CC price history and return analytics
+217.6%
-227.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.4% |
| 7D | +3.0% | -0.1% | +3.1% | +3.5% |
| 30D | -1.0% | -3.1% | +2.1% | +5.1% |
| 3M | -7.1% | -3.5% | -3.6% | -0.4% |
| 6M | -40.9% | +0.5% | -41.4% | -41.1% |
| YTD | +16.0% | +10.8% | +5.2% | -5.2% |
| 1Y | +8.0% | +11.9% | -3.9% | -13.1% |
| 3Y | -38.6% | +73.0% | -111.6% | -77.0% |
| 5Y | -49.1% | +58.6% | -107.7% | -76.7% |
| 10Y | -10.2% | +219.2% | -229.4% | -89.9% |
| All | -10.2% | +217.6% | -227.8% | -89.9% |
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