-87.6%
CCCC price history and return analytics
+118.5%
-206.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -3.5% |
| 7D | -1.9% | +0.4% | -2.2% | -2.9% |
| 30D | -0.3% | -2.6% | +2.3% | +4.9% |
| 3M | -15.5% | -3.2% | -12.3% | -10.2% |
| 6M | +6.8% | +0.9% | +5.8% | +4.0% |
| YTD | +64.9% | +11.3% | +53.6% | +32.0% |
| 1Y | +34.6% | +14.0% | +20.6% | +3.0% |
| 3Y | +79.0% | +75.8% | +3.1% | -37.5% |
| 5Y | -93.0% | +57.8% | -150.8% | -97.0% |
| All | -87.6% | +118.5% | -206.1% | -95.5% |
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