-52.8%
CC price history and return analytics
+58.5%
-111.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.6% |
| 7D | +4.7% | +2.9% | +1.8% | -0.5% |
| 30D | +1.1% | -2.5% | +3.6% | +6.0% |
| 3M | -11.9% | -3.3% | -8.6% | -6.2% |
| 6M | -45.4% | +1.5% | -46.9% | -46.5% |
| YTD | +14.9% | +11.4% | +3.5% | -6.0% |
| 1Y | +8.2% | +11.9% | -3.7% | -12.0% |
| 3Y | -39.2% | +73.9% | -113.1% | -75.7% |
| 5Y | -52.8% | +57.9% | -110.7% | -76.9% |
| All | -52.8% | +58.5% | -111.3% | -76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling